u/alfred250 · 124d agono track record yet
Long 1,000 shares of MNDY
DD $MNDY (I hate SaaS, but this is too cheap)
Monday.com is significantly undervalued at 3x cash-on-hand with strong 25-27% YoY revenue growth, 14-15% operating margins, and robust 29% FCF margins. The company has substantial buyback power, high switching costs, and room for margin expansion through AI-driven efficiencies, making the risk/reward asymmetric at current valuations.
At post $67.70Now $96.11+42.0% since postedas of Sep 14, 4:30 PM ET
1d+3.0%
3d+6.3%
1w+16.9%
1m+14.6%
3m+29.2%
6m—
1y—