Apr. 21 at 2:31 PM
$MNDY acquisition value here is minimum 2x current price for Toma Bravo or Vista Equity to easily take private... zero debt,
$1B cash, barely 2x price to sales, growng 15-25%... SaaS names like this return to 5x price to sales or more OR they get acquired. Dont tell me shit that AI is going to obscelesce them either, most SaaS players are pivoting to "headless" capabilities where their workflows, datamodels are being used with an AI interface on top that is the future architecture
$CRM just announced this also.