Crowdstrike Analyst Day: Really, Just $3B in ARR?
Crowdstrike Analyst Day was underwhelming with easily reached ARR and Operating Model Targets introduced. We like the stock anyway, especially with...
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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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TMT Weekly:  3 Things that Stood Out The Week of 5/​​22/​​2020
A few items that caught our eye this past week - Snap Inc (SNAP US) Map feature, Spotify Technology Sa (SPOT US) unwarranted move up, and some...
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