CrowdStrike: Strike While Its Iron Is Hot

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About: CrowdStrike Holdings, Inc. (CRWD)
by: Bert Hochfeld
This article is exclusive for subscribers.
Bert Hochfeld
Long/short equity, Growth, event-driven, research analyst
Summary

CrowdStrike shares are down more than 50% from their peak.

The company just announced another blow-out quarter that has compressed valuation metrics substantially.

The company continues to disrupt the market for End Point security with a unique offering and a huge competitive moat.

Most third-party research providers rate it as having the best solution on the market.

The company's last quarter demonstrated impressive unit economics and a rather noticeable path to profitability.

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CrowdStrike's Blowout Quarter

CrowdStrike has not been the most popular name on the pages of SA. And