$MNDY

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (6m)

+47.7%

Win rate (6m)

100% (1 resolved)

1d 3d 1w 1m 3m 6m 1y

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

Recent theses

Prices as of Oct 29, 4:45 PM ET

$MNDYr/wallstreetbetsDDbullish

u/alfred250 · 169d 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 $94.78+40.0% since postedas of Oct 29, 4:45 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 · 189d ago7 prior · 38% at 3mo

Long MNDY

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

SaaS incumbents with strong teams, brand, and switching costs are oversold despite fundamentals. Existing companies have competitive advantages (sales/marketing presence, resources, client relationships) to expand wallet share and adapt to AI disruption faster than new entrants. MNDY is positioned as the largest portfolio holding for this thesis.

At post $67.79Now $94.78+39.8% since postedas of Oct 29, 4:45 PM ET

1d—

3d+0.3%

1w+7.3%

1m+16.6%

3m+5.8%

6m+47.7%

1y—

original post →

End of results.