https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚨" title="Polizeiautos mit drehendem Licht" aria-label="Emoji: Polizeiautos mit drehendem Licht"> 89% GROWTH ALERT https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚨" title="Polizeiautos mit drehendem Licht" aria-label="Emoji: Polizeiautos mit drehendem Licht">

The stock is up a STAGGERING 289% https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend"> since its March lows https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚀" title="Rakete" aria-label="Emoji: Rakete">

It has ALL IT TAKES https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧠" title="Gehirn" aria-label="Emoji: Gehirn"> to BECOME the LEADER https://abs.twimg.com/emoji/v2/... draggable="false" alt="🥇" title="Goldmedaille" aria-label="Emoji: Goldmedaille"> in #Cybersecurity https://abs.twimg.com/emoji/v2/... draggable="false" alt="🛡" title="Schild" aria-label="Emoji: Schild">

COMPETITION in intense https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer"> Let’s see what it takes to WIN https://abs.twimg.com/emoji/v2/... draggable="false" alt="👑" title="Krone" aria-label="Emoji: Krone">

Here is an EASY thread https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">
$CRWD CrowdStrike is a founder-led company est. in 2011 & IPO in June 2019

$CRWD uses #MachineLearning to target malware threats https://abs.twimg.com/emoji/v2/... draggable="false" alt="💀" title="Schädel" aria-label="Emoji: Schädel"> by providing endpoint & cloud security

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> This is built around 11 modules in the cloud on CrowdStrike Falcon https://abs.twimg.com/emoji/v2/... draggable="false" alt="🦅" title="Adler" aria-label="Emoji: Adler"> platform
Time to BREAK DOWN this hard to understand TECHNICAL jargon https://abs.twimg.com/emoji/v2/... draggable="false" alt="🤯" title="Explodierender Kopf" aria-label="Emoji: Explodierender Kopf">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="☠️" title="Totenkopf" aria-label="Emoji: Totenkopf"> Millions of new cyber threats appear every day leading to theft of *very sensitive* data

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⚔️" title="Gekreuzte Schwerter" aria-label="Emoji: Gekreuzte Schwerter"> $CRWD combines *endpoint security* & *cloud security* with *threat intelligence* to stop these threats https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">
https://abs.twimg.com/emoji/v2/... draggable="false" alt="📌" title="Reißzwecke" aria-label="Emoji: Reißzwecke"> Endpoint security

Mobile devices are proliferating around us, think of your smartphone https://abs.twimg.com/emoji/v2/... draggable="false" alt="📱" title="Mobiltelefon" aria-label="Emoji: Mobiltelefon">laptop https://abs.twimg.com/emoji/v2/... draggable="false" alt="💻" title="Computer" aria-label="Emoji: Computer"> servers https://abs.twimg.com/emoji/v2/... draggable="false" alt="💽" title="Minidisc" aria-label="Emoji: Minidisc"> gaming consoles https://abs.twimg.com/emoji/v2/... draggable="false" alt="🕹" title="Joystick" aria-label="Emoji: Joystick"> IoT devices https://abs.twimg.com/emoji/v2/... draggable="false" alt="⌚️" title="Armbanduhr" aria-label="Emoji: Armbanduhr">

Each of those can be an endpoint https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏁" title="Karierte Flagge" aria-label="Emoji: Karierte Flagge"> connecting to the network https://abs.twimg.com/emoji/v2/... draggable="false" alt="📡" title="Satellitenantenne" aria-label="Emoji: Satellitenantenne"> of a company, hereby posing a cyber security risk
Endpoint security is about securing https://abs.twimg.com/emoji/v2/... draggable="false" alt="🛡" title="Schild" aria-label="Emoji: Schild"> a company’s endpoints and protecting it against the threat arising from those devices

https://abs.twimg.com/emoji/v2/... draggable="false" alt="➡️" title="Pfeil nach rechts" aria-label="Emoji: Pfeil nach rechts"> The Falcon https://abs.twimg.com/emoji/v2/... draggable="false" alt="🦅" title="Adler" aria-label="Emoji: Adler"> platform is CrowdStrike’s cloud-native endpoint security solution https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen">
https://abs.twimg.com/emoji/v2/... draggable="false" alt="☁️" title="Wolke" aria-label="Emoji: Wolke"> Cloud security

Every day, companies run workloads in the cloud to manage their customers data https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧑" title="Nicht jugendfrei" aria-label="Emoji: Nicht jugendfrei"> appshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="📱" title="Mobiltelefon" aria-label="Emoji: Mobiltelefon"> & more

This puts the company at risk of a security breach https://abs.twimg.com/emoji/v2/... draggable="false" alt="💀" title="Schädel" aria-label="Emoji: Schädel">

Also, companies manage various data streams https://abs.twimg.com/emoji/v2/... draggable="false" alt="📟" title="Pager" aria-label="Emoji: Pager"> And end up with data on different clouds #AWS #GCP #Azure
With multiple clouds, workloads and systems https://abs.twimg.com/emoji/v2/... draggable="false" alt="👉" title="Rückhand Zeigefinger nach rechts" aria-label="Emoji: Rückhand Zeigefinger nach rechts"> Managing security risks becomes increasingly hard https://abs.twimg.com/emoji/v2/... draggable="false" alt="🤯" title="Explodierender Kopf" aria-label="Emoji: Explodierender Kopf">

$CRWD unifies cloud workload security into one platform across all clouds https://abs.twimg.com/emoji/v2/... draggable="false" alt="☁️" title="Wolke" aria-label="Emoji: Wolke">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="➡️" title="Pfeil nach rechts" aria-label="Emoji: Pfeil nach rechts"> The Falcon https://abs.twimg.com/emoji/v2/... draggable="false" alt="🦅" title="Adler" aria-label="Emoji: Adler"> platform is CrowdStrike’s cloud-native cloud workload security platform https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen">
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧠" title="Gehirn" aria-label="Emoji: Gehirn"> Threat intelligence

The goal https://abs.twimg.com/emoji/v2/... draggable="false" alt="🎯" title="Volltreffer" aria-label="Emoji: Volltreffer"> is to predict future attacks before they reach targeted networks

It is the collection, processing & analysis https://abs.twimg.com/emoji/v2/... draggable="false" alt="⚙️" title="Zahnrad" aria-label="Emoji: Zahnrad"> of data to understand an malicious actor’s targets and behaviours https://abs.twimg.com/emoji/v2/... draggable="false" alt="🎭" title="Darstellende Künste" aria-label="Emoji: Darstellende Künste">

This helps companies act before its too late https://abs.twimg.com/emoji/v2/... draggable="false" alt="💪" title="Angespannter Bizeps" aria-label="Emoji: Angespannter Bizeps">
$CRWD is of course not the only one to offer #Endpoint & #Cloud security and Threat Intelligence

What puts it apart?

https://abs.twimg.com/emoji/v2/... draggable="false" alt="👉" title="Rückhand Zeigefinger nach rechts" aria-label="Emoji: Rückhand Zeigefinger nach rechts"> *Network Effects* AND *Scale* as ultimate MOAT https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚀" title="Rakete" aria-label="Emoji: Rakete">
“[…] We’re part of a larger collection of organisations that are running CrowdStrike, so any data that we see gets fed back into the system and someone else will benefit from that knowledge. And it’s all because it is cloud-based.”
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🛡" title="Schild" aria-label="Emoji: Schild"> $CRWD immediately analyses breaches and reports updates to all its customers providing them with immediate protection

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> More customers https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧑‍💻" title="Technologist" aria-label="Emoji: Technologist"> Means a better platformhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🛡" title="Schild" aria-label="Emoji: Schild">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> $CRWD operates at scale https://abs.twimg.com/emoji/v2/... draggable="false" alt="📏" title="Gerades Lineal" aria-label="Emoji: Gerades Lineal"> and can be easily remotely deployed across organisations
A HUGE TAMhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="💰" title="Geldsack" aria-label="Emoji: Geldsack">and a company right on track to become a LEADER https://abs.twimg.com/emoji/v2/... draggable="false" alt="💪" title="Angespannter Bizeps" aria-label="Emoji: Angespannter Bizeps">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> The global Cloud https://abs.twimg.com/emoji/v2/... draggable="false" alt="☁️" title="Wolke" aria-label="Emoji: Wolke"> Security Market grows from $34.5b in 2020 to $68.5b by 2025 https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend"> (CAGR 14.7% https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer">)

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> The global Endpointhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="📱" title="Mobiltelefon" aria-label="Emoji: Mobiltelefon">Security Market grows from $12.8b in 2019 to $18.4b in 2024 https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend"> (CAGR 7.6% https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer">)
Volume https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend"> and sophistication of attacks drives GROWTH https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚀" title="Rakete" aria-label="Emoji: Rakete">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="➡️" title="Pfeil nach rechts" aria-label="Emoji: Pfeil nach rechts"> Increased number of cyber-attacks on cloud computing systems

https://abs.twimg.com/emoji/v2/... draggable="false" alt="➡️" title="Pfeil nach rechts" aria-label="Emoji: Pfeil nach rechts"> Growing number of endpoints https://abs.twimg.com/emoji/v2/... draggable="false" alt="📱" title="Mobiltelefon" aria-label="Emoji: Mobiltelefon">https://abs.twimg.com/emoji/v2/... draggable="false" alt="💻" title="Computer" aria-label="Emoji: Computer">https://abs.twimg.com/emoji/v2/... draggable="false" alt="⌚️" title="Armbanduhr" aria-label="Emoji: Armbanduhr"> and increasing risks of endpoints attacks and breaches https://abs.twimg.com/emoji/v2/... draggable="false" alt="💀" title="Schädel" aria-label="Emoji: Schädel">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="➡️" title="Pfeil nach rechts" aria-label="Emoji: Pfeil nach rechts"> Growing costs following endpoints attacks https://abs.twimg.com/emoji/v2/... draggable="false" alt="💵" title="Banknote mit Dollar-Zeichen" aria-label="Emoji: Banknote mit Dollar-Zeichen">
$CRWD is growing faster than its competitors https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚀" title="Rakete" aria-label="Emoji: Rakete"> Gaining market share https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> $CRWD is eating market share from its legacy competitors as customers move from on-prem https://abs.twimg.com/emoji/v2/... draggable="false" alt="🖥" title="Desktop-Computer" aria-label="Emoji: Desktop-Computer"> to the cloud https://abs.twimg.com/emoji/v2/... draggable="false" alt="☁️" title="Wolke" aria-label="Emoji: Wolke">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> $CRWD 3 biggest competitors are Trend Micro, Symantec and McAfee with a combined MS of 60%
https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> $CRWD doubled its market share https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend"> within the IDC Worldwide Endpoint Security Software 2019 report https://abs.twimg.com/emoji/v2/... draggable="false" alt="📄" title="Seite mit der Schriftseite oben" aria-label="Emoji: Seite mit der Schriftseite oben">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend"> # Customers grew 91% to 7230 from 3789 in 2019

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💵" title="Banknote mit Dollar-Zeichen" aria-label="Emoji: Banknote mit Dollar-Zeichen"> DBNRR over 100%
STRONG FINANCIALS https://abs.twimg.com/emoji/v2/... draggable="false" alt="📊" title="Balkendiagramm" aria-label="Emoji: Balkendiagramm"> & a PILE of cash https://abs.twimg.com/emoji/v2/... draggable="false" alt="💰" title="Geldsack" aria-label="Emoji: Geldsack">

Revenue growth https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend"> of 89% YoY to $346m 6 months ended July 31, 2020

Gross margins at 78% https://abs.twimg.com/emoji/v2/... draggable="false" alt="💎" title="Edelstein" aria-label="Emoji: Edelstein">

Positive FCF margin of 16% from (27%) 3 months ended July 31, 2020

Cash and cash equivalents of over $1B https://abs.twimg.com/emoji/v2/... draggable="false" alt="💰" title="Geldsack" aria-label="Emoji: Geldsack">
$CRWD cost base heading into the right direction https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen">

Total operating expenses at 95% of revenues, stable QoQ

https://abs.twimg.com/emoji/v2/... draggable="false" alt="➡️" title="Pfeil nach rechts" aria-label="Emoji: Pfeil nach rechts"> S&M at 51% in Q2 from 54% in Q1 2020

https://abs.twimg.com/emoji/v2/... draggable="false" alt="➡️" title="Pfeil nach rechts" aria-label="Emoji: Pfeil nach rechts"> R&Q at 27% in Q2 from 25% in Q1 2020

https://abs.twimg.com/emoji/v2/... draggable="false" alt="➡️" title="Pfeil nach rechts" aria-label="Emoji: Pfeil nach rechts"> G&A at 15% in Q2, equal to Q1 2020
A founder-led company https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚀" title="Rakete" aria-label="Emoji: Rakete"> backed by BIG NAMES https://abs.twimg.com/emoji/v2/... draggable="false" alt="💪" title="Angespannter Bizeps" aria-label="Emoji: Angespannter Bizeps">

In 1999, Kurtz founded Foundstone in 1999 and was acquired by McAfee in 2004 where he later became global CTO https://abs.twimg.com/emoji/v2/... draggable="false" alt="👨‍💻" title="Man technologist" aria-label="Emoji: Man technologist">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🤯" title="Explodierender Kopf" aria-label="Emoji: Explodierender Kopf"> Frustrated with McAfee& #39;s slow speed and tech, Kurtz resigned from his role as CTO in 2011 to launch $CRWD https://abs.twimg.com/emoji/v2/... draggable="false" alt="🛡" title="Schild" aria-label="Emoji: Schild">
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👥" title="Silhouette von Büsten" aria-label="Emoji: Silhouette von Büsten"> He attracted funding from VC Fund @Accel (investments in $SPOT $WORK $FB) and $GOOG Google Capital https://abs.twimg.com/emoji/v2/... draggable="false" alt="💵" title="Banknote mit Dollar-Zeichen" aria-label="Emoji: Banknote mit Dollar-Zeichen">
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> The Bottom Line https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend"> $CRWD is positioned in a FAST growing market as the global endpoint and cloud market to grow at a CAGR of 15% and 8% https://abs.twimg.com/emoji/v2/... draggable="false" alt="‼️" title="Doppeltes Ausrufezeichen" aria-label="Emoji: Doppeltes Ausrufezeichen">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="💎" title="Edelstein" aria-label="Emoji: Edelstein"> $CRWD is growing at 89% YoY - it is stealing market share from its competitors (Trend Micro, Symantec and McAfee)
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer"> $CRWD network effects and cloud-native architecture are unique and its huge scalability gives it an edge

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> We enter $CRWD with a full stake (100% of full potential position)
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚨" title="Polizeiautos mit drehendem Licht" aria-label="Emoji: Polizeiautos mit drehendem Licht"> $MELI is on our watchlist https://abs.twimg.com/emoji/v2/... draggable="false" alt="👉" title="Rückhand Zeigefinger nach rechts" aria-label="Emoji: Rückhand Zeigefinger nach rechts"> Coming WEDNESDAY https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚨" title="Polizeiautos mit drehendem Licht" aria-label="Emoji: Polizeiautos mit drehendem Licht">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="👀" title="Augen" aria-label="Emoji: Augen"> Following the TikTok feud, we are gathering pieces on the political risks of tech stocks - Hint us https://abs.twimg.com/emoji/v2/... draggable="false" alt="👀" title="Augen" aria-label="Emoji: Augen">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="‼️" title="Doppeltes Ausrufezeichen" aria-label="Emoji: Doppeltes Ausrufezeichen"> Please note that this is not a recommendation to buy - You are responsible for conducting your own research https://abs.twimg.com/emoji/v2/... draggable="false" alt="‼️" title="Doppeltes Ausrufezeichen" aria-label="Emoji: Doppeltes Ausrufezeichen">
Hope you liked this thread!

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> For more content, follow us on Twitter

https://abs.twimg.com/emoji/v2/... draggable="false" alt="✅" title="Fettes weißes Häkchen" aria-label="Emoji: Fettes weißes Häkchen"> Want to get UNDER HYPED companies delivered straight to your inbox? Subscribe now! https://getbenchmark.substack.com"> https://getbenchmark.substack.com 
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Disclaimer - This is not investment advice in any form and investors are responsible for conducting their own research before investing.

Sources

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