Crowdstrike 4Q21: Scaling the Heights
Crowdstrike retains its place as the highest quality high valuation software company, once again beating and raising by a wide margin.
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Crowdstrike 3Q21: Like Shooting Fish in a Barrel
Crowdstrike delivered the most impressive performance of any software company during this reporting season so far. Unlike its high valuation peers,...
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FY2Q21: The Crowd Strikes Again
If a work from home growth software company jumps 14% the day before earnings cause another WFH software winner (ZM) jumped 40%, should said growth...
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Crowdstrike 1Q21: The Wind at Its Back
The reason we like Crowdstrike’s business more then some other work from home beneficiaries is that its tailwinds are sustainable, rather then...
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Potential Buyers for Broadcom’s Wireless Business Unit
In December last year, Broadcom Limited (AVGO US) reported that it wants to sell its wireless chip unit and that it is working with the Credit...
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