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No. of Recommendations: 24
For MNDY, its the continued slide, they didn't seem to hold up the hyper growth for long...

Whoa Andrew, Monday grew revenue last quarter at 84% yoy. Do you not consider that to be hyper growth? Boy, are we spoiled! And they grew their number of enterprise customers spending over $50k per year by 187% yoy. That means nearly tripling them, from 335 to 960! That's NOT 87% more than last year, it's 187% more! Is that not hyper growth?

But you stayed with Cloudflare that grew by 54%??? You must have felt that that was more hyper growth?

I'm long both of them by the way.

Saul
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