Executive Summary
Wall Street has created a binary narrative where AI companies command unlimited valuations while traditional SaaS trades at distressed multiples, regardless of fundamentals. Anthropic's $30 billion raise at $380 billion valuation exemplifies this dynamic—three consecutive years of 10x revenue growth that has never been seen in corporate history, even adjusting for inflation. Meanwhile, Monday.com trades at 10x cash flow despite 27% growth and 14% operating margins, while Shopify processes $300+ ...
Key Investment Opportunity
Monday.com Value Dislocation
Trading at 10x cash flow despite 27% growth and founder leadership, representing asymmetric upside if AI disruption timeline extends beyond market fears
...and 1 more investment opportunities
This is a preview. Log in to see the full analysis including investment opportunities, risks, catalysts, and detailed insights.