I am happy to report that all our lot dirt is still there and wrapped to perfection for the foundation to be poured on Monday. Still - tomorrow I have been assigned corner oil coating: we use regular ole Crisco Vegetable Oil - lightly sprayed on the inside of the foundation framing corners. For those of you who are not familiar with building - the reason we do that is that sometimes when the foundation is poured and ready for the foundation framing to be removed, if folks are in a hurry or use too much pressure the corners tend to crack a bit or even come lose in a small area. With a very light coat of oil that does not happen; not too much - not too little…but…just right. Now you may be asking yourself why not Virgin Olive Oil instead of regular ole Crisco Vegetable Oil and if you think about it a few moments the conclusion is semi-obvious.
Oh well…now back to the exciting second half of our Weekend Track Competition: BBCCGZ - Part Two. When the first half of the competition ended we left BILL with a 4 point lead over GTLB; however, its still anyone’s competition to win with both ZS and BRZE in striking distance.
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DATA POINT SIX: Price Performance Last 52 Weeks
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BRZE -39%
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CRWD -46
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GTLB -52
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CFLT -54
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ZS -56
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BILL -72
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DATA POINT SEVEN: Price Momentum YTD
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CRWD +27.3%
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BRZE +20
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ZS +2
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CFLT -3
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GTLB -23.2
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BILL - 36.6%
And Just like that we have a new Leader!
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Standings After 7 Data Point Comparisons:
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BRZE = 29
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BILL = 28
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GTLB = 27
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ZS = 23
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CRWD = 23
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CFLT = 17
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DATA POINT EIGHT: RELATIVE STRENGTH. (Aware that Growth is Feeling Poorly)
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BRZE 48
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CRWD 38
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CFLT 22
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ZS 16
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GTLB 11
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BILL 6
Bill Choking late while CRWD and BRZE making a run.
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Standings After 8 Data Point Comparisons:
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BRZE +35
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BILL +29
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GTLB +29
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CRWD +28
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ZS +26
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CFLT +21
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DATA POINT NINE: EPS RATING
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ZS 99
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BILL 78
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CRWD 77
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GTLB 56
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CFLT 47
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BRZE 15
Power moves by ZS, BILL and CRWD have tightened things up a bit and now everyone but CFLT is still alive.
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DATA POINT 10: ACCUMULATION RATING:
Note: This Data Point is complicated by the point award system as follows:
A or Better: 10 Points
B+ 9 Points
B 8 Points
C+ 6 Points
C- 5 Points
D+ 4 Points
D- 3 Points
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CRWD B
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CFLT B
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GTLB C-
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BILL C-
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BRZE D+
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ZS D+
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Standings After 10 Data Points:
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CRWD +40
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BRZE +40
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BILL +39
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GTLB +37
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ZS +36
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CFLT +31
There will be a 15 minute break and then the First Overtime Tie Breaker Data Point.
Comparison. The Champico Rankings Tie Breaker rules require a Best of Three series comprised of Retention; Customer Growth, and Path to Profitability
First Overtime DATA POINT: RETENTION DBNR (Latest Numbers Available)
BRZE +126%
CRWD 125.3%
First Tie Breaker Point to BRZE. Score BRZE 41 - CRWD 40
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Second Overtime DATA POINT: CUSTOMER GROWTH
BRZE +38%
CRWD + 41%
Second Tie Breaker Point to CRWD: Score BRZE 41 - CRWD 41
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Third Overtime Tie Breaker Data Point: Path to Profitability
BRZE =
- Free cash flow was $(28.1) million compared to $(3.5) million in the third quarter of the fiscal year end January 31, 2022.
CRWD =
- Cash Flow: Net cash generated from operations was $273.3 million, compared to $159.7 million in the fourth quarter of fiscal 2022. Free cash flow was $209.5 million, compared to $127.3 million in the fourth quarter of fiscal 2022.
Third Overtime Tie Breaker to CRWD!
Final Score: CRWD 42. BRZE 41
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This is the sort of thing I tend to do often to keep myself interested in investing. But…this short exercise is just the beginning of the research process to keep me semi-informed about my list of companies as well as to see if it motivates me to dig deeper. Please keep in mind that the outcome might have been different had I used other DATA POINTS for comparison purposes.
Finally - Please refer to Note 1 in Part One of this competition.
All the Best,