Here is a summary and link to the latest article on
table banging,
Bull of the Day,
Crowdstrike:
Exploring CrowdStrike’s Competitive Advantage.
CrowdStrike has some peculiar competitive moat worth exploring.
Its early start, economies of scale, strategic partners, and ability to upsell will make it tough for competitors to catch up.
While CrowdStrike is set to enjoy all these benefits, the level of competition in the endpoint space gives a rethink.
In the near term, these competitive moats will be partly responsible for positive valuation sentiments regardless of its lofty valuation.
https://seekingalpha.com/article/4316486-exploring-crowdstri…
Fool ommm, kevin c
long of crwd
please click my screen name for disclosed holdings