I gave a buy rating to Elastic (NYSE: ESTC ) previously, with my key thesis being that valuation was attractive while growth drivers (GenAI adoption, GTM reset, and hyperscaler partnerships) were inflecting. Since then, evidence has surfaced. GenAI usage on ElasticI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-te ...