Thanks for the video. The earnings report was better than feared and I believe CrowdStrike will emerge from the crisis as a stronger player with even better controls in place. Long term hold for me. Adding during dips.
The full impact of the outage won't really be seen in the earnings reports until future quarters, since this outage happened right at the end of the reporting quarter.
Momma kept chickens in the kitchen til we got the linoleum. I think your thesis is quite pessimistic. CRWD has the best platform. SentinelOne's attempt to demean Crowdstrike seems labored. I think CRWD sees minimal share loss and this is a buying opportunity now that the stock is stabilizing. Palo Alto? They still have a legacy hardware business dragging on growth. They're creating an artifical platform that has to contend with cloud native Falcon.
Meanwhile the stock is up 14% in the less than 2 months since the video was made. Goes to show you that short-term the market can go all over the place even if so many of the key metrics as well as current market sentiment for a givens tock might suggest it may go down.
By far, the most valuable investing content on UA-cam! Thank you Brian.
Thanks for the video. The earnings report was better than feared and I believe CrowdStrike will emerge from the crisis as a stronger player with even better controls in place. Long term hold for me. Adding during dips.
The full impact of the outage won't really be seen in the earnings reports until future quarters, since this outage happened right at the end of the reporting quarter.
That was very good. Subscribed.
I’m hoping for a nice sell off at open, so I can load up
I'm cautiously optimistic its moat survives; switching costs are its friend right now, I think.
Thanks for your thoughts Brian, personally one of the best channels with a nuanced point of view. Really appreciate the structure of these videos
Is that R-DCF calculator available somewhere to play with?
Momma kept chickens in the kitchen til we got the linoleum. I think your thesis is quite pessimistic. CRWD has the best platform. SentinelOne's attempt to demean Crowdstrike seems labored. I think CRWD sees minimal share loss and this is a buying opportunity now that the stock is stabilizing. Palo Alto? They still have a legacy hardware business dragging on growth. They're creating an artifical platform that has to contend with cloud native Falcon.
DBBER is missing for some quarters already. In the last earnings call they said about 119%
extremely rude of you Brian to do $CRM video last between the 3 that reported here today 😅😁
lol never expected to see you on the comment session
really enjoying your video as well!
@@jaeyoungchoi6790 oh thank you sir! I learn from the best (the 2 brians) 😉
Meanwhile the stock is up 14% in the less than 2 months since the video was made. Goes to show you that short-term the market can go all over the place even if so many of the key metrics as well as current market sentiment for a givens tock might suggest it may go down.
Did Brian F die? Sign of life? This should be the Brian Stoffel channel
He's doing evergreen content on the weekends. Some of them have been extremely popular: ua-cam.com/video/As1a2VgbdWg/v-deo.htmlsi=D5leVna9Yuj9nS66
Brian don’t tell me you’re the one who pushed that update 👀😂
Can you do okta?