Good to see you guys writing about Monday, which is one of my largest positions. I have been invested for quite some time and when I described my investment case on Substack last year (https://hightechinvesting.substack.com/p/israeli-stock-mondaycom-on-the-rise), not many readers were interested. To this day, Monday is one of the most underappreciated SaaS companies on the Nasdaq. They beat+raise quarter after quarter and are rapidly taking market share from competitors like Asana and Smartsheet.
Good to see you guys writing about Monday, which is one of my largest positions. I have been invested for quite some time and when I described my investment case on Substack last year (https://hightechinvesting.substack.com/p/israeli-stock-mondaycom-on-the-rise), not many readers were interested. To this day, Monday is one of the most underappreciated SaaS companies on the Nasdaq. They beat+raise quarter after quarter and are rapidly taking market share from competitors like Asana and Smartsheet.
Fully agree! Monday is also a solid position in my portfolio.
Nice work guys! I’d throw SentinelOne on your list to check out as well! Here is my recent initial take on the company:
https://open.substack.com/pub/matthewtblake/p/sentinelone-thesis-sycamore-portfolio?r=nd0jb&utm_medium=ios
Thank you for sharing this, Matthew!