2Mon·

After the crowdstrike breakdown and the massive sell-off, I made an anticyclical move and have now $CRWD (-6.19%) and have now sold again at a tidy profit.

I have already $ZS (-3.6%) from the sector and see more potential here for the future.

06.12

CrowdStrike Hldg

Sold at €343.05

8 Comments

Ayecaramba@Ayecaramba256

2Mon

You see more potential because?

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Sinan@sinancharmant

2Mon

@Ayecaramba256 It is best to take a look at both quarterly reports. $CRWD reports a GAAP loss and a decline in free cash flow, among other things, while $ZS shows positive figures.

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Marcel@Kytez

2Mon

@sinancharmant I'm not so sure whether you can pin this down to this one quarter. I think it's more likely that crowdstrike had to buy further growth at a high price this quarter because of the aforementioned mishap. However, I also see the move as a clever one in order not to lose momentum and to retain customers who will then continue to spend more with Crowdstrike in the future (if no one is interested in the glitch).

The future quarters will show. I remain relaxed on board with a high weighting 👍🏼

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Sinan@sinancharmant

2Mon

@Kytez yes, I'm with you on that 👍 I suspect that the performance of the two shares won't differ that much.
For me, however, the investment case has been fulfilled, so I have now sold at a profit. But holding the share is certainly not wrong either.

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Ayecaramba@Ayecaramba256

2Mon

@sinancharmant Do you think so short-term?

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Sinan@sinancharmant

2Mon

@Ayecaramba256 In this case, yes. I only bought because the share was (in my opinion) punished far too heavily. Now close to the ATH, the investment case set up at the beginning has been fulfilled.

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Ayecaramba@Ayecaramba256

2Mon

@sinancharmant I continue to hold. Am at 107%

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Safak@Xellos187

2Mon

Crowdstrike dominates in endpoint protection, and they are currently expanding their modules.
Exposure management has been refined, patch management is becoming a further component of Crowdstrike Falcon, mainly through the acquisition of a company specializing in patch management. They have also recently started cooperating with Palo Alto. The AI implementation has also been completed a few months ago.... We can still expect a lot from Crowdstrike, unfortunately CWD is very expensive. The coming years will show whether customers will jump ship as they did with Broadcom or stay.

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