“there's two names that are top of the list when it comes to cybersecurity companies. And the first one... is CrowdStrike. Yeah. So it's a $186,000,000,000 company... It's got 298 of the Fortune 500 companies using its Falcon platform... gross retention of 97%... 50% of customers use six or more modules. So the cross selling opportunity is pretty big... if you bought then, you'd be up 214% in two years.”
No settled horizons yet — outcomes appear at 30/90/365 days.
Risk: max drawdown 0.0%
· volatility 0.0% ann.
· Sharpe-proxy 0.00