u/alfred250 · 73d agono track record yet
Long 1000 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 $77.43+14.4% since postedas of Jul 24, 4:59 PM ET
1d+3.0%
3d+6.3%
1w+16.9%
1m+14.6%
3m—
6m—
1y—