1D·

🛡 CrowdStrike in focus

18.07.2024: Panic crash due to Microsoft error → + opportunity.

19.07.2024: First entry at ~$295.

04.04.2025 & 07.04.2025: Follow-up purchases at $326 & $323.

Today: +43 % - thanks to clear thesis & market leadership.

✅ Endpoint security & XDR

✅ SaaS + AI + high customer loyalty

✅ Global growth plan

No short-term hype, but long-term infrastructure investment.

$CRWD (+1,39%)

5 Comentários

MrSchnitzel@MrSchnitzel

Huhu,
is Crowdstrike your favorite in the cybersecurity industry?
I also had a look at Fortinet, which also appealed to me.
Palo Alto Networks is also strongly represented.
Regards

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Der Spekulant@Derspekulant1

@MrSchnitzel

CrowdStrike is the clear favorite for me personally - simply because of its combination of:
- strong platform strategy (Falcon is constantly growing with new modules),
-extremely good go-to-market efficiency (Magic Number & Rule of 40 speak for themselves),
- and a focus on cloud-native, AI-based threat defense - exactly what the future needs.

I also find Fortinet exciting - particularly strong in the network sector. But its approach is completely different, more hardware-heavy + classic IT security stack.

Palo Alto is mega established, does a lot of things right - especially through acquisitions. But for me, CrowdStrike is simply further ahead in terms of innovation and growth.

I was in early (since 2023) and then made targeted purchases. In the long term, I see CrowdStrike as a kind of "standard building block" for modern IT infrastructure.

Regards back

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David@DerUnwissende

@MrSchnitzel sind alle 3 Top Kandidaten in Digital Security. Nur sie machen es auf unterschiedliche arten. Einer mit Hadware der andere mit Programme. Sie haben alles was sind aber mitterweile auch alle hoch bewertet weil alle erwarten das sie weiter wachstum haben wegen dem Megatrend.

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David@DerUnwissende

The digital security megatrend for the next few years

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Der Spekulant@Derspekulant1

@DerUnwissende definitely, especially those that use AI and protect against it!

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