Crowdstrike 1Q21: The Wind at Its Back
The reason we like Crowdstrike’s business more then some other work from home beneficiaries is that its tailwinds are sustainable, rather then...
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TMT Weekly: 3 Things that Stood Out The Week of 5/22/2020
A few items that caught our eye this past week - Snap Inc (SNAP US) Map feature, Spotify Technology Sa (SPOT US) unwarranted move up, and some...
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Palo Alto Buys Cloud Services Firm CloudGenix to Make Up for Declining Legacy Hardware Business
Palo Alto, the security platform solutions provider announced on 31st March 2020 that it has signed a definitive agreement to acquire CloudGenix,...
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Social Distancing? Don’t Stay Away from This Crowd (Strike)
Crowdstrike Holdings Inc (CRWD US) considered the impacts that Coronavirus is having on end market demand and its sales channel before issuing its...
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Crowdstrike: A Case Study Followup
In light of the recent leg down in growth software, we thought it timely to do a follow-up to our Crowdstrike Holdings Inc (CRWD US) case study...
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