Elastic: Staying On The Sidelines For Now
I am neutral on Elastic (ESTC) due to the need for tangible growth acceleration to justify a higher valuation multiple.
Harvard Business School7y
On the Problems of Applying Ramsey Pricing to the Railroad Industry with Uncertain Demand Elasticities
Tye, William B., and Dutch Leonard. "On the Problems of Applying Ramsey Pricing to the Railroad Industry with Uncertain Demand Elasticities." Transportation Research Part A: General 17, no. 6 ...