Thanks for sharing, what's your plan with your $S position going forward? Totally agree with management tone not giving a sense of security, confidence. In this environment the big gets bigger and separates itself more from the competition. I think $CRWD can give a +20% CAGR return from here in the next 10yrs.
Nicely written! Crowdstrike is a company I’d like to own more of. First class all the way. But with almost a $40B mrkt cap I don’t know how to look farther into the future for much expansion. Can a security company grow into a $80B+ company before growth comes to a halt?
On the other hand S1 is small, growing fast with little debt. They are experiencing some hiccups as a younger public company as expected. I think the path to profits comes with time hopefully. I find to hard to believe they can’t 3x from here unless there are serious problems, with I guess management. For me it’s hard to cut them off completely with the growth there showing and size. I feel there is more room for error with this small of company. Maybe the thesis needs more time.
Can you expound on my points. What should be my thought process when weighing my options for a smart investment?
Regarding SentinelOne, it’s also disappointing that they aren’t reporting customers with ARR > 1m anymore. In their S-1 filed in June 2021, they had shared the numbers as on April 2020 and April 2021, so I was expecting they would share the latest number as on April 2022 in the latest earnings report. I can't seem to find it in the shareholder letter, news release or the 10-Q.
Though it’s not that CrowdStrike is the beacon of transparency either. They never share large customer count. So maybe SentinelOne took a page out of their book. I sent an email to IR on Thursday but haven’t heard back.
Thanks for sharing, what's your plan with your $S position going forward? Totally agree with management tone not giving a sense of security, confidence. In this environment the big gets bigger and separates itself more from the competition. I think $CRWD can give a +20% CAGR return from here in the next 10yrs.
Nicely written! Crowdstrike is a company I’d like to own more of. First class all the way. But with almost a $40B mrkt cap I don’t know how to look farther into the future for much expansion. Can a security company grow into a $80B+ company before growth comes to a halt?
On the other hand S1 is small, growing fast with little debt. They are experiencing some hiccups as a younger public company as expected. I think the path to profits comes with time hopefully. I find to hard to believe they can’t 3x from here unless there are serious problems, with I guess management. For me it’s hard to cut them off completely with the growth there showing and size. I feel there is more room for error with this small of company. Maybe the thesis needs more time.
Can you expound on my points. What should be my thought process when weighing my options for a smart investment?
Thanks a lot for this recap!
Regarding SentinelOne, it’s also disappointing that they aren’t reporting customers with ARR > 1m anymore. In their S-1 filed in June 2021, they had shared the numbers as on April 2020 and April 2021, so I was expecting they would share the latest number as on April 2022 in the latest earnings report. I can't seem to find it in the shareholder letter, news release or the 10-Q.
Though it’s not that CrowdStrike is the beacon of transparency either. They never share large customer count. So maybe SentinelOne took a page out of their book. I sent an email to IR on Thursday but haven’t heard back.
Is it just me, or did the S CEO seem as though he was laying on the cheerleading a little heavy? It was a bit of a turnoff for me.