@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.
@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 👍🏼
@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.
@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.
