Webcast recording for $CRWD <> CrowdStrike
Here is the recording from my $CRWD (CrowdStrike) webcast last night: https://us06web.zoom.us/rec/share/h0cJlfM7Ufy6XYpQMe0OdqP6Iw9_ub39R2euk9cSb9Ew_jmISlyeTOrJO2Q1pTZr.roh5Kf3-Fastn0-3
Passcode: +Dxu4@=W
Like most high growth stocks, $CRWD has pulled back quite significantly over the past month (down -37% from the highs).
Under $200 per share, $CRWD looks more compelling for longer term investors with 66-68% revenue growth and 77-79% gross margins.
$CRWD is now trading at 25x FY 2023 EV/gross profit which is very reasonable for a high quality growth company like $CRWD and their nextgen Falcon platform ($CRWD just reported FY 2022 Q3 so FY 2023 is basically next year).
I go over all of this stuff and much more in the webcast. Please let me know if you have any questions.
Regards,
Jonah