Crowdstrike (CRWD): Thunderstruck Part II
Obex Capital Management’s investment process seeks to differentiate between fundamental business analysis and security analysis. Before deciding if...
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Crowdstrike (CRWD): Thunderstruck Part I
Obex Capital Management’s investment process seeks to differentiate between fundamental business analysis and security analysis. Before deciding if...
605 Views
Crowdstrike IPO: Protecting the Cloud but Not Your Portfolio
Crowdstrike Holdings Inc (CRWD US) is a cloud-based, endpoint security provider due to list on the 12th of Jun with an expected market cap of...
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U.S. Tech Stocks Are Leading Market Higher.
The S&P 500 remains just short of formidable resistance at its 200-day MA. Yet, there are signs of continued breadth improvement.  Technology...
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Palo Alto and Netskope Said to Be Receiving M&A Interest as Security Vendors Grapple with Cloud
Palo Alto Networks, a security company in Palo Alto, California, and private software vendor Netskope, are receiving M&A interest as security...
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