Tom Nash
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CRWD CrowdStrike Holdings, Inc. Due Diligence Patreons and Members
🕑 Added 2021-03-10 09:54:14 +0000 UTCThis is my initial high level DD on CRWD.
Comments
Kas
Big props on this one, Tom. You nailed it.
Loren Saunders
It was a real freak out.... as is the rally. Expect freak outs in both directions until we see some solidification of beliefs around one direction or another. If you look at a 1 or 3 day chart on the spy and qqq, you'll see the megaphone... showing bigger swings in both directions. Uncertainty is king right now. However, as in Tom Nash's recent video (b/c he never fking sleeps) Cathie Wood may have just single handedly comforted the market and made it feel all better. Fucking crazy if you ask me... at the same time super fun.
Constantin Gavrilete
After closing the acquisition of Humio they will only have 600 million USD left in cash, which is still a significant high amount of $$$. Source: https://www.crowdstrike.com/press-releases/crowdstrike-to-acquire-humio/
Generico Fakero
I agree
Danny
The crash was fake. The real crash is when inflation rises. This was Wallstreet shaking weak hands.
Lennon Qualmann
I have the same opinion.
Hugh Clarke
Do you think yesterday was the start of a recovery, or more of a dead cat bounce? I'm feeling cautious, I think there is more to come in the downtrend
