monday.com Ltd. (MNDY-Q)

Great runway ahead. Last reporting was fantastic. Has made a lot of hay with data centres and hyperscalers.

He targets $321. They reported on Nov.10 and raised guidance, but missed the top, met at the bottom. They brought in a new COO, who came from Alexa. Their total addressable market has expanded.

12-month target of $268. He's trimmed a bit. Has really jumped on the AI trend.

Doesn't know about takeover bid. Is a mini "salesforce.com". Would not bet against them. Should probably buy. 

Loves this one. 12-month price of $266, good long runway.

On track to have their first profitable year in 2023. Free cash flow is on track to be up 700% though from a very low number. Passes the rule of 40 test, where revenue growth + free cash flow margin passes 40.

Work collaboration. Israeli company. Claim to fame is that it has almost-no-code technology, so you don't have to be a tech whiz. Software is intuitive. Still unprofitable, but anticipates profitability by Q4, earlier than expected. Price target of $226.25. No dividend.

They went public last month. It jumped upon its debut and soared further after that. It's at $205 today, down a lot from its peak. So this may be a buying opportunity. It's a new cloud company with a sky-high, nosebleed valuation. Buy this only with money you're prepared to lose. The pandemic has forced companies to rapidly digitize, which is a huge tailwind, and things won't reverse. MNDY software is easy to use for customers, for example to automate processes. MNDY software also allows marketing and project management. MNDY is growing rapidly, 27% customer growth in a quarter. However, operating profit is a big negative (-39% operating margin last quarter). Sales and marketing expenses to continue to outpace revenue, and they recently did a private placement selling shares to CRM and ZM, which can be risky.