CrowdStrike Hldg

The comparison is, of course, a bit of a stretch, but it is still interesting to see how Hims & Hers $HIMS (+4.16%) stands relative to other companies.

What do you think?

21 Comments

Aktienfox@Aktienfox

2Wk

No taxes paid, and stay in I got in at 6€ and still hold everything, and keep buying :)

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The W.

@thewolfofallstreetz

3Wk·

New 52-week highs for these 12 high-flyers

The following shares reached a new 52-week high in the course of yesterday:

Meta $META (-1.17%)

Netflix $NFLX (-2.48%)

Costco $COST (-5.6%)

Walmart $WMT (-3.53%)

Crowdstrike $CRWD (-5.09%) (forgot what happened in the summer)

Spotify $SPOT (-2.76%)

Hims & Hers $HIMS (+4.16%) (now the best stock YTD)

Duolingo $DUOL

Hilton $HLT (-2%)

Interactive Brokers $IBKR (+0.87%)

Moody's $MCO (-0%)

Sharkninja $SN

Congratulations to all investors and Happy Weekend!

1 Comment

EiBuffet@EiBuffet

3Wk

+ $RMS

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fionn

@8fionn

3Wk·

Expand portfolio of individual positions

Hello,

I currently have 5000€ that I would like to invest in individual stocks. I am following a core satellite strategy and as I am still young and in training, I am a bit more risk-averse (hence the relatively small core of 50%).

I would like to invest in stable growth stocks on the one hand, but also take a little more risk on the other.

My current plan would look something like this:

500€ $NU (+1.01%) (came across Nu through the community)

700€ $NOVO B (-1.34%) (upgrade to 1000€)

1000€ $GOOGL (+0.19%) (stable outperformance of the market)

1000€ $ASML (+1.4%) (monopoly position and good future prospects)

1000€ $CRWD (-5.09%) /$PLTR (+3.47%) / $SNOW (+0.33%) (some of the stocks have done very well, so I'm a little unsure exactly which ones and whether I'm still waiting for a correction in the respective stock. But I find cybersecurity, cloud and big data very interesting with a lot of future potential)

I am also watching, for example: $SOFI (+0.43%) , $SHOP (-3.07%) , $MELI (-2.34%) , $ENR (-2.8%) .

If you have any suggestions for improvement or ideas as to which companies could benefit my strategy, I am open to them. Perhaps also expand other existing positions

Thank you very much#

5 Comments

3Wk

For Crowdstrike, Palantir and Snowflake, however, you need to be relatively painless. There are also more relaxed alternatives such as Fortinet or Salesforce.

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Jorge S.

@Diefor

3Wk·

🚀 $DDOG Q4 2024 Earnings Incoming – What to Expect! 📊

This morning, Datadog will release its Q4 2024 financial results.

Looking at its recent performance, Datadog has shown strong revenue growth and improving profitability:

✅ Revenue Growth: +27.06% YoY, reaching $690.02M in Q3 2024

✅ Gross Margin: A solid 80%, showcasing strong pricing power

✅ Net Income: +196.83% YoY, hitting $51.70M

✅ Free Cash Flow: +69.03% YoY to $203.60M

💰 Financial Strength & Market Position

🔹 Cash: $337.42M | Debt-to-Equity: 0.76 (low risk)

🔹 Market Cap: $49.40B | 5-Year Return: +213.88%

⚠️ Premium Valuation – High Expectations?

With a P/E of 257.1x, P/S of 19.5x, and P/B of 18.8x, the market is pricing in strong future growth.

👉 Will Datadog’s Q4 earnings justify its valuation, or is the stock at risk of a pullback?

Are you bullish or bearish on DDOG?

𝗧𝗵𝗶𝘀 𝗶𝘀 𝘁𝗵𝗲 𝗽𝗲𝗿𝗳𝗲𝗰𝘁 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗰𝗼𝗽𝘆 𝗺𝗲 𝗼𝗻 𝗲𝗧𝗼𝗿𝗼—𝗱𝗼𝗻’𝘁 𝗺𝗶𝘀𝘀 𝘁𝗵𝗶𝘀 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝘁𝗼 𝗴𝗿𝗼𝘄 𝗮𝗹𝗼𝗻𝗴𝘀𝗶𝗱𝗲 𝗺𝘆 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆.

😎 𝗗𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿: This is my personal opinion and is for informational purposes only. You should not interpret this information as financial or investment advice. $TSLA (-1.09%)
$AMZN (-1.56%)
$DDOG (-2.57%)
$AAPL (+0.99%)
$GOOGL (+0.19%)
$CRWD (-5.09%)

8 Comments

The W.@Watchman666

3Wk

-7% premarket

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The W.

@thewolfofallstreetz

1Mon·

The 10 most underrated CEOs

Bill McDermott - ServiceNow $NOW

Glenn Fogel - Booking Holdings $BKNG (-1.03%)

Tobias Lütke - Shopify $SHOP (-3.07%)

Daniel Ek - Spotify $SPOT (-2.76%)

George Kurtz - Crowdstrike $CRWD (-5.09%)

Brian Chesky - Airbnb $ABNB (-1%)

Mark Miller / Mark Leonard - Constellation Software $CSU (-0.47%)

Calvin McDonald - Lululemon $LULU

Patrick Smith - Axon Enterprise $AXON (+4.43%)

Peter Beck - Rocket Lab $RKLB (-0.29%)

Have I forgotten someone?

14 Comments

Harald@Madhatter5566

1Mon

Underestimated why? And at what? When playing golf?

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The W.

@thewolfofallstreetz

1Mon·

Constellation Software: One of the best sales charts ever?

Constellation Software $CSU (-0.47%) is one of the top companies on my watch list with one of the best sales charts I have ever seen. Do you have the company on your radar?

Even Salesforce $CRM (-1.41%) , Shopify $SHOP (-3.07%) or Crowdstrike $CRWD (-5.09%) are sweating...

15 Comments

Mister_ultra@Mister_ultra

1Mon

In the savings plan for over a year.

Incidentally, it is one of the very few shares that has not closed a single year with losses for more than 10 years.

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