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@JBierne "$MNDY CRM reaches $100M ARR in X years"
X Link @JBierne 2025-10-07T16:48Z 6022 followers, XXX engagements

"Monday CRM was launched a few years ago & is probably worth a couple billion now $MNDY"
X Link @JBierne 2025-10-07T16:44Z 6022 followers, XXX engagements

"Recent SAAS acquisitions ( M&A) w/ revenue growth rate & EV/Sales multiple $MNDY growing XX% YOY 10x revs is feasible"
X Link @JBierne 2025-10-07T18:32Z 6021 followers, XXX engagements

"for those asking about 5x revs multiple: Enterprise Value is currently $8B 2026 revenues of $1.5B $MNDY trades at a significant discount to peers LONG"
X Link @JBierne 2025-10-07T17:40Z 6021 followers, XXX engagements

"@buccocapital was just looking at it $TEAM XX% rev growth moving forward at 6x revs"
X Link @JBierne 2025-10-14T16:07Z 6022 followers, 3100 engagements

"$UHAL Warren Buffett has helped popularize the idea of corporate moats or durable competitive advantages. Few companies have a larger moat than U-Haul Holding"
X Link @JBierne 2025-09-05T19:24Z 6022 followers, 1320 engagements

"$DEO cheapest its been in at least a decade"
X Link @JBierne 2025-09-23T14:17Z 6022 followers, 3268 engagements

"$MNDY What company outside of PE would be a strategic acquirer of $ORCL"
X Link @JBierne 2025-10-08T19:31Z 6021 followers, XXX engagements

"$SCHW update: at 17x 2026 EPS"
X Link @JBierne 2025-09-25T15:01Z 6022 followers, 1245 engagements