monday.com Ltd. (MNDY) – Natan
Pitch Summary: @nataninvesting flags monday.com (MNDY) as a 2026 candidate, anchoring the idea on durable growth, strong large-customer retention, and the fact the company is already profitable. He frames the setup as partly contrarian: sentiment around SaaS in 2025 and fears of AI disruption have compressed valuation to what he views as an unusually attractive […]
