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.
Have you checked Microsoft's cybersecurity business? It's growing faster than many smaller companies and it's always bundled with their cloud services.
Did you catch the episode of Business Breakdowns with CRWD as the featured business?