Another great quarter for CrowdStrike. There’s nothing I can say about it that isn’t said better by Brad Freeman in this review. His substack is totally free, and I highly recommend it. Easy to understand, clear charts, and he covers a fair number of companies.
The stock is down ever so slightly, but that has mostly been the market’s mood this season, even with great results. Plus, it has run up quite a bit recently. I’m happy to continue to hold my 11.4% position.