monday.com: Resilient Growth Amid Challenges

Urupong Investment Thesis monday.com (NASDAQ:MNDY) points to solid guidance together with its Q4 2023 results. Essentially, this is the bear and bull case. The bear case notes that monday.com is facing consistent deceleration in its revenue growth rates. While the bull case highlights that notwithstanding its decelerating revenues, the business is rapidly becoming increasingly profitable so that its valuation is cheaper than it appears at first glance. This insight, when taken together with the fact that ju ...