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1/ THREAD: CrowdStrike ($CRWD) 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
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2/ Their Falcon Platform and Threat Graph deliver a potent one-two punch https://abs.twimg.com/emoji/v2/... draggable="false" alt="đ„" title="Boxhandschuh" aria-label="Emoji: Boxhandschuh"> to would-be cybercriminals by leveraging AI across a worldwide network of clients.
3/ They continue to claim increasing market share within a burgeoning microtrend in cybersecurity, and provide an excellent product/market fit. https://abs.twimg.com/emoji/v2/... draggable="false" alt="đĄ" title="Elektrische GlĂŒhbirne" aria-label="Emoji: Elektrische GlĂŒhbirne">
4/ Despite headwinds for many companies in Q2 2020, CRWD barely felt a breeze. In fact, their long-term bullish thesis likely grew strongerhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="đ" title="Ochse" aria-label="Emoji: Ochse">.
5/ They demonstrated remarkable financial data including several new company records and cemented themselves as mission-critical https://abs.twimg.com/emoji/v2/... draggable="false" alt="đ”" title="Banknote mit Dollar-Zeichen" aria-label="Emoji: Banknote mit Dollar-Zeichen">.
6/ https://abs.twimg.com/emoji/v2/... draggable="false" alt="âïž" title="Flugzeug" aria-label="Emoji: Flugzeug"> The runway is long and the conditions are right. Crowd âStrikeâ may be a misnomer, as they seem more like a Home Run. https://abs.twimg.com/emoji/v2/... draggable="false" alt="âŸïž" title="Baseball" aria-label="Emoji: Baseball">
7/ For a more detailed analysis, check out my full piece: https://seekingalpha.com/article/4376713-crowdstrike-like-home-run">https://seekingalpha.com/article/4...
