Great analysis, really love your insight here! I don’t suppose you share your integrated model? Would love to see how you are expecting some line items to move in the future
As a big $CRWD enthusiast, I agree with your piece. I do think it has more to run than you described via price target. Happy to subscribe to your newsletter and wish you luck. Have a look at my newsletter. Pairs well. Launches soon. investrly.substack.com
Great analysis, really love your insight here! I don’t suppose you share your integrated model? Would love to see how you are expecting some line items to move in the future
As a big $CRWD enthusiast, I agree with your piece. I do think it has more to run than you described via price target. Happy to subscribe to your newsletter and wish you luck. Have a look at my newsletter. Pairs well. Launches soon. investrly.substack.com
Thanks for the article but you did not mention any competitors at all except MSFT. Are they exist? FTNT / NET ?