Brett Schafer
Fundamental Analysis of Crowdstrike
On the latest Fundamental Analysis Show we discussed Crowdstrike (CRWD), a cloud-first cybersecurity firm.
Highlights from the Show:
Sales growing 90%+
P/S of 38
Recurring revenue, high gross margins
Founded in 2011, is not profitable yet
Listen to the full show:
https://open.spotify.com/episode/0b4cAZIffHTMnYGfsilScA
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