Conor's avatar
$20.6m follower assets
Bought more $CRWD
Thanks to Commonstock Investors and others, I really can't ignore Crowdstrike's MOAT right now. I have to increase my position with how well they have performed recently and the relatively low price being offered right now.

The best thing I like about Crowdstrike is how this is not a discretionary purchase. Companies have to rely on Crowdstrike no matter the economic backdrop.

Not planning on selling this one for decades.
Sagar Vensi's avatar
Have you checked Microsoft's cybersecurity business? It's growing faster than many smaller companies and it's always bundled with their cloud services.
Conor's avatar
@stockado Microsoft is the GOAT for all SAAS companies. I wouldn't bet against Microsoft in anything.
Sagar Vensi's avatar
@conorvalue The cybersecurity business is very underrated because they don't disclose exact numbers but Microsoft's security revenue had surpassed $10 billion and was growing at 40%.
Conor's avatar
@stockado My goodness...imagine the multiple on that if it was an individual company.
Sagar Vensi's avatar
@conorvalue Precisely. That's why I made Microsoft my biggest holding.
Conor Mac's avatar
Did you catch the episode of Business Breakdowns with CRWD as the featured business?
Conor's avatar
@investmenttalk no, where is that at? Hopefully, it was all good stuff haha
Conor's avatar
@investmenttalk Awesome! I look forward to listening :)

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