Updates: Monday 4Q23 - Continued Great Execution
Summary
* MNDY continues with excellent execution at the top and bottom lines.
* During this update we make a number of comparisons between MNDY and ASAN to help investors better understand MNDY's strengths.
* We dive into mondayDB and how it may impact the vendor's gross margins. We also review MNDY's other promising products that compliment its core work management platform.
* Relatively speaking, MNDY's stock looks attractive but the DCF valuation indicates fair value range, suggesting t
