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Meditation Capital's investment thesis on Monday.com ($MNDY) — Q2 2025 | Buyside Digest

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$MNDYNASDAQMonday.com

BULL

Meditation Capital—MNDY

Fund Letter

Q2 2025

Published September 20, 2025

View Fund Profile

$86.52USD

-5.0% vs last month

$206.59Pitched

-58.1% since pitch

Market Cap$3.7B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

' The letter introduces a new position in Flywire, a university payment processor, which the fund acquired at a low multiple following student visa restrictions. Flywire exemplifies the...

— Tim Liu

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◆ Keep Reading

What other investors think about $MNDY, and what else Meditation Capital is buying.

Other pitches on $MNDY

Other investors who've written on Monday.com

Optimist FundBULL

Pitched May 12, 2026

We maintained a position in Monday.com into 2026, believing management could execute against the objectives they had outlined in the fall of 2025.

Tweedy, Browne International Value IIBULL

Pitched Mar 31, 2026

Monday.com is an Israel-based leader in the workflow-management software space.

View all $MNDY pitches →