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ME
mehtomate
Community Contributor
Followers
1
Total number of followers
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0
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Member Since
2021
Date joined
No bio added yet
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monday.com
ME
mehtomate
Community Contributor
Could be ripe for margins
Optimist Fund
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US$325.06
FV
23.9% undervalued
intrinsic discount
25.20%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
1
users have followed this narrative
9 days ago
author updated this narrative
Cellebrite DI
ME
mehtomate
Community Contributor
Mission critical business with strong profitability
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US$17.12
FV
19.3% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
14 days ago
author updated this narrative
SentinelOne
ME
mehtomate
Community Contributor
Emerging quality company?
e
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US$24.60
FV
32.2% undervalued
intrinsic discount
23.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
18 days ago
author updated this narrative
Okta
ME
mehtomate
Community Contributor
Access allowed to nice potential returns
Current FCF margin 28.5% expanded, revenue accellaration, mature 25x margin
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US$120.50
FV
22.3% undervalued
intrinsic discount
13.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
18 days ago
author updated this narrative