Reflections: Platform Vs. Point BoB In Enterprise Tech
Summary
* The debate between focused startups and compounded startups in the enterprise
MNDY
Updates: PLTR – The LLM Enabler For Enterprise (Pt.2)
Summary
* AIP is PLTR's catalyst to roaring success, though in
Updates: Monday 4Q23 - Continued Great Execution
Summary
* MNDY continues with excellent execution at the top and bottom lines.
Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.3)
Summary
* The report introduces the Terminal Opex & Capex Framework for estimating
Revenue Per Employee Vs Head Count Growth Analysis
Summary
* Comparing revenue per employee and head count growth is useful for
Updates: MNDY 2Q23 - Finding Great Operating Leverage
Summary
* MNDY continues to delight investors by delivering excellent operating leverage while
Monday.Com: 4Q22 Update & Deep Dive Revisit
Summary
* There is extremely dense competition in the work productivity space but
(Free) monday.com: Beats 1Q22 Expectations & Demonstrating Enterprise Appeal
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MNDY: Strong Rivalry But Greenfield TAM With Attractive Valuation
(Free) Are Software Stocks In A Bubble Or A New Paradigm?
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