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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Palo Alto Buys Cloud Services Firm CloudGenix to Make Up for Declining Legacy Hardware Business
Palo Alto, the security platform solutions provider announced on 31st March 2020 that it has signed a definitive agreement to acquire CloudGenix,...
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