- 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.
For further details see:
Asana: Seeking Alpha In Next Generation SaaS