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  • 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:

  1. Sales growing 90%+

  2. P/S of 38

  3. Recurring revenue, high gross margins

  4. Founded in 2011, is not profitable yet

Listen to the full show:

  1. Spotify

  2. Apple Podcasts

  3. Google Podcasts

https://open.spotify.com/episode/0b4cAZIffHTMnYGfsilScA

#Stocks #Invest #Podcast #Crowdstrike #FundamentalAnalysis #Finance

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Listen On: Spotify Apple Podcasts Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capita

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