monday.com: Work Management Software - [Business Breakdowns, EP.217]
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This is Business Breakdowns. Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore its history, its business model, its competitive advantages, and what makes it tick. We believe every business has lessons and secrets that investors and operators can learn from, and we are here. to bring them to you.
To find more episodes of breakdowns, check out joinccolossus.com. All opinions expressed by hosts and podcast guests are solely their own opinions. Hosts, podcast guests, their employers, or affiliates may maintain positions in the securities discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. This is Matt Russell and today we are breaking down the work management software platform Monday.
In August 2011, Mark Andreessen penned his famous essay, Software is Eating the World. And if there was a poster child from this era, Monday.com certainly deserves consideration from the committee. It was founded just six months later in February 2012 and today has a market cap of over $14 billion. I was joined by Ben Hensman, portfolio manager of SquarePegs listed equity strategy, the Global Tech Fund, to break down Monday and how they emerged as a winner amidst plenty of competition. I walked away from this one with a true appreciation for platform flexibility.
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