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$MNDY

2 theses
bullish 100%neutral 0%bearish 0%
Avg return (3m)
+29.2%
Win rate (3m)
100% (1 resolved)
1d3d1w1m3m6m1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 14, 4:30 PM ET
$MNDYr/wallstreetbetsDDbullish
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—
original post →
$MNDYr/ValueInvestingStock Analysisbullish
u/armadillo_stocks · 144d ago8 prior · 0% at 3mo
Long MNDY

I’ve invested $2m in SaaS stocks. This is why.

SaaS incumbents like Monday are undervalued after market overreaction to AI disruption. Established companies have elite teams, strong switching costs, and the resources to leverage AI to improve products and expand market share with existing customers. Organizational adoption of new tech stacks is slow, giving incumbents time to adapt.

At post $65.87Now $96.11+45.9% since postedas of Sep 14, 4:30 PM ET
original post →

End of results.