Transcript
Introduction
Matt
This is Matt Reustle, and today we are breaking down the work management software platform Monday.com. In August 2011, Marc 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 Square Peg's listed Equity Strategy, a 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 and why Monday has said it's like having a bunch of LEGO bricks you can assemble at will to build exactly what you want. So please enjoy this breakdown of Monday.com.