SentinelOne, Inc.

I always like to highlight excellent research, and this twitter thread on **$S** from **@investianalyst** is one of the best.
​
**@dbudd** asked me about my thesis on SentinelOne since it’s a top holding in my portfolio. I told him there’s nothing I could add that this Twitter thread doesn’t already offer. 
​
[https://twitter.com/investianalyst/status/1468796820788629506?s=21&t=brmuRuqAJl1T7aQfOucXNw](https://twitter.com/investianalyst/status/1468796820788629506?s=21&t=brmuRuqAJl1T7aQfOucXNw)

Just finished reading that thread a little bit ago! Fantastic write-up.

Seems like Crowdstrike will continue to be market leader because they have their hands in a lot of government and enterprise, but plenty of business to go around. Biggest differentiators I saw between the two were **$S**’ AI capabilities and the product offering. An “Out of the box” approach works great for SMB, but they’ll likely need to provide more tailored offering for enterprise customers if they want to compete with Crowdstrike in that segment.

I read elsewhere that the number of “false positive” breaches SentinelOne will “find” and alert customers about was rather high. If true, this would quickly become a “boy who cried wolf” situation for companies, but I’m not sure how valid this claim actually is.

Thank you for sharing, it was an insightful read!

Daniel Budd

The Rising Challenge of SentinelOne: 

$CRWD is the undoubted leader of the endpoint cybersecurity market. However, there is a very compelling thesis for $S - SentinelOne.

I'll outline my research notes in this full thread (and an upcoming Spaces!):

https://twitter.com/investianalyst/status/1468796820788629506?s=21&t=brmuRuqAJl1T7aQfOucXNw

Francis (@InvestiAnalyst) on X

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 

Public Portfolio

Francis

This member is verified by the Commonstock team based on their contributions to the Commonstock community. 