Telescope Investing

My Portfolio / Every company I’ve owned /

$MNDY · Monday.Com Ltd

My position from Jan 2022 to Jul 2024 · 1 buy and 1 sell · sold out · Flexible working

$100$200$30020222023202420252026BuySellMy average costAfter I sold
What the pick did
1.3×
The stock in pounds, while I held it; 1.2× in dollars
S&P 500, same time1.3×
What my money did
1.3×
Pounds back (sold, still held and dividends) for every pound in, after costs
Sold · all of the money in1.3×
S&P 500, same buys and sells1.3×

Every decision

  • 11 July 2024Sold

    Too hard pile. Growth slowing, under-utilisation of seats may bite in future quarters, gen AI is likely to impact them more than other SaaS, which can switch billing metric more easily

  • 27 January 2022Bought

    No note

In percentages and multiples, as one portfolio. Past performance is not a guide to future returns. Nothing here is financial advice, and I may buy or sell at any time.