That's what management claims. This company has nearly doubled revenue each of the last two years, suggesting that this software is more than just a niche fad. They have differentiated themselves from competitors by providing an open WorkOS platform composed of building blocks, allowing customers to create their own customized workflows.

$MNDY currently holds a full 5% position in the growth account, but $ASAN and $TEAM both provided a high degree of competition for a spot in the portfolio. For fellow investors who have done their fair share of research in the work management space, how do you feel about the competition between these three companies?

In this article, I discuss my reasoning for owning the stock as well as some risks that could derail this growth story. As always, all content is free and I encourage readers to share their opinion on all stocks discussed.