Brown Capital Management International All Company Fund – SAP
Bull thesis on SAP SE from Brown Capital Management International All Company Fund
Polen Capital – International Growth MNDY
Bull thesis on Monday.com Ltd. from Polen Capital – International Growth
Brown Capital Management International All Company Fund TEAM
Bull thesis on Atlassian Corporation from Brown Capital Management International All Company Fund
Brown Capital Management International All Company Fund MNDY
Bull thesis on Monday.com Ltd. from Brown Capital Management International All Company Fund
Monday.com
Pitch Summary: Monday.com is facing significant challenges as its revenue growth decelerates and margins compress. Despite efforts to move upmarket, the company’s net retention rate has declined, and forward revenue guidance is below estimates. The shift from a seat-based to a consumption-based revenue model, driven by advancements in Agentic AI, threatens Monday.com’s business model. The […]
