- CrowdStrike is a pack-leading, founder-led disruptor poised for continued hypergrowth. I believe that they will provide substantial, market-beating returns into the foreseeable future.
- Their Falcon Platform and Threat Graph deliver a potent one-two punch to would-be cybercriminals by leveraging AI across a worldwide network of clients.
- They continue to claim increasing market share within a burgeoning microtrend in cybersecurity, and provide an excellent product/market fit.
- Despite headwinds for many companies in Q2 2020, CrowdStrike barely felt a breeze. In fact, their long-term bullish thesis likely grew stronger. They demonstrated remarkable financial data including several new company records and cemented themselves as mission-critical.
- The runway is long and the conditions are right. Crowd “Strike” may be a misnomer, as they seem more like a Home Run.
For further details see:
CrowdStrike: More Like A Home Run