In this episode of the Chit Chat Stocks podcast, Brett Schaefer and Ryan Henderson delve into a comprehensive analysis of Monday.com (MNDY), a B2B SaaS company. Ryan introduces the company with key growth stats, highlighting its increasing customer base and revenue. The discussion covers Monday.com's history, business model, competitive advantages, and valuation, including its origins as an internal tool for Wix. They explore the platform's features, its expansion into specific verticals like CRM and service management, and its competitive landscape against companies like Atlassian. The hosts discuss the company's financials, operating leverage, and management's approach to stock-based compensation. Ryan concludes with his investment decision, noting the stock's attractive valuation and potential for long-term growth, while also expressing concerns about management's spending and compensation practices, ultimately deciding to take a starter position in Monday.com.
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