Core Thesis - monday.com Ltd. is positioned as a disciplined and culturally strong SaaS company with a significant total addressable market (TAM), making it well-suited for the AI era [2][6]. Company Culture - The company fosters an ownership-driven culture characterized by transparency, autonomy, and small empowered teams, which is reflected in positive employee feedback and a strong sales culture despite challenging work-life balance [3]. - This cultural foundation is complemented by a long-standing fiscal discipline, focusing on cash efficiency and using cash payback as a key metric for product-market fit [4]. Financial Strategy - Management has prioritized cash accumulation over aggressive mergers and acquisitions, indicating that any future acquisitions will be small and aimed at enhancing capabilities in CRM, Service, and AI [5]. - An $870 million buyback program has been authorized to create value amid recent stock price weakness [5]. Growth and Valuation - Despite competitive pressures from major players like Microsoft and Google, monday.com maintains strong fundamentals with a growth guidance of over 20% and a compelling valuation [6]. - The stock has seen a depreciation of 50.15% since May 2025, primarily due to macroeconomic factors affecting the software sector, yet the company's resilient growth and attractive valuation remain intact [7].

San Diego, California--(Newsfile Corp. - December 1, 2025) - Direct Communication Solutions, Inc. (CSE: DCSI) (FSE: 7QU0), a leading provider of information technology solutions for the Internet of Things (IoT) market, is excited to announce Q3'2025 revenues of USD $2.0 million versus USD $1.6 million in Q2'2024 representing an increase of 28% year over year. The nine months revenues ending September 2025, were reported at USD $7.2 million versus USD $4.9 million in 2024 representing an increase of 47%.Q3 ...

Hello everyone, my name is Garam Madan. For more than a decade, I have been writing softwares, building systems and working with technology, cloud and a lot. In the year 2020 when the world went into lockdown and Reu the senior nutritionist lost her own relatives and in the very next year I was no more just a technologist because I was a husband, a father and I could see my own wife fighting cancer.At the same time I was actually volunteering to get people vaccinated and during this time at the back of my m ...