Back to Elastic: Why I’m Reinvesting in the Search Company

Sometimes the best opportunities are the ones you already know well.

Elastic stock was one of the core investments in my portfolio from 2019 to 2023. Then I decided to exit, more on that later. After two years on the sidelines, I’ve decided to rebuild a position in the B2B infrastructure software provider that now positions itself as “the Search AI company”.

Originally from the Netherlands, the company was already one of…