ZS - CrowdStrike And The Crowded Market (Podcast Transcript)

Editors' Note: this is the transcript version of last week's podcast on Crowdstrike (CRWD). We hope you find it interesting.

Introduction

Daniel Shvartsman: 2019 has seen an IPO boom in the markets as unicorns and major companies come public and give investors a chance to participate in exciting growth stories, though with less than exciting prices in a lot of cases. This week we look at CloudStrike, a cloud cyber security provider that checks each of those boxes to see whether the fundamentals outweigh the valuation.

Mike raises questions about how the company

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