TEAM - Asana: Seeking Alpha In Next Generation SaaS

• Asana is a workflow/project management company with a powerful vision for the future of its product.
• While the company operates in a competitive space, its TAM is so large that multiple companies will be able to thrive comfortably.
• Additionally, Asana's revenue and customer growth demonstrate that it has developed a differentiated product that shows no signs of slowing in terms of evolution and adoption.
• With a rather young management team (mid 30s and early 40s), the company has decades of growth and evolution ahead of it.
• The company is still very reasonably valued even after its steep run up.

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