Letters by company

monday.com Ltd.

1 letter discussing MNDY. Everything written about it on this site is on its ticker page.

Optimist Fund Q1 2026 Quarterly Letter Optimist Fund added to ThredUp, Wayfair, Carvana and First Advantage after sentiment-driven selling, while exiting Monday.com over reduced confidence in management communication. It initiated Toast and Zscaler, exited Teledyne Technologies and Ashtead Group, and increased equity exposure as it judged growth-company valuations compelling. Q1 2026 TOST $17BCVNA $46BFA $3B