CrowdStrike [CRWD stock] - A new Breed of Cybersecurity [Growth stock]
The Stoic Investor The Stoic Investor
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 Published On Jan 4, 2021

Timestamps:
00:00 - 00:42 - Intro
00:43 - 03:31 - General thesis
03:32 - 06:30 - Cyber attack on the rise
06:31 - 07:20 - Question of the day
07:21 - 10:40 - Share price and financials
10:41 - 11:38 - Leadership
11:39 - 13:20 - Closing thoughts

Article on cyber attacks: https://www.cybintsolutions.com/cyber...
Charts and financials: https://www.hypercharts.co/crwd
Cyber security spending: https://www.forbes.com/sites/louiscol...

One up & coming cloud and cybersecurity stock that has caught my eye is Crowdstrike. This small but innovative player has grown its revenue and share price at a fantastic pace, with its subscription model and Falcon platform.

It offers a new breed of cybersecurity which is a cloud, machine learning and AI based endpoint system that can detect any threat, known or unknown. Its capabilities were last shown off during the alleged hacker attack on multiple US companies in december 2020.

CRWD share price has appreciated more than 200% since its IPO back in june 2019, but still has room to run if the company can keep up its revenue and subscription growth. Revenue has grown 400% in the last 18 months the company is sitting on more than 1 billion in cash and is DEBT FREE.

This is definitely a growth stock to put in your watchlist or maybe even portfolio?

Disclaimer: This video is purely my opinion and should not be regarded as factual information. I am not a financial advisor. This is not a recommendation to buy or sell securities. Do not assume any facts and numbers in this video are accurate. Always do your own due diligence.

I often touch on topics such as Investing for beginners, stock recommendations, ETFs, stock market basics, dividend investing, how to find and evaluate new stocks etc.

Stocks go up and down, don't invest simply based on what you hear or see in my videos. I might have a bias towards stocks I talk about, but I try informing my viewers when this might be the case.


My personal stock portfolio currently consists of the following stocks:

Activision Blizzard (ATVI stock)
Amazon (AMZN stock)
Microsoft (MSFT stock)
MongoDB (MDB stock)
Nextera Energy (NEE stock)
Nvidia (NVDA stock)
Tesla (TSLA stock)
The Trade Desk (TTD stock]

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