Updates: Monday - Tons Of Alpha, 3Q24 Review & Platform Deep Dive
Summary
* Monday continues to deliver solid performance at both the top and
monday.com
Reflections: Platform Vs. Point BoB In Enterprise Tech
Summary
* The debate between focused startups and compounded startups in the enterprise
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
Updates: MNDY 2Q23 - Finding Great Operating Leverage
Summary
* MNDY continues to delight investors by delivering excellent operating leverage while