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Comment by log_n

Monday.com spent $191 million in marketing to get $161 million in revenue in 2020. Granted they are only spending $1.2 in marketing per dollar in revenue now so they are doing better than the $1.5 per $1 they had last year in 2019. GnA bumped by $40 million and that brings them more in line with the 2019 marketing cost/revenue ratio though so maybe they creatively characterized GnA.

If their market cap is above 3 dollars I wouldn't touch the stock.

parent log_n 5 years ago

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