CrowdStrike Stock FALLING -- The Chickens Have Come Home to Roost

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  • เผยแพร่เมื่อ 15 ก.ย. 2024
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    👨‍💼Brian Feroldi is an author (amzn.to/3JVr9Q0), investor, TH-camr, and financial educator. He's been investing in the stock market since 2004. Brian likes to buy and hold the highest quality companies he can find.
    👨‍💼Brian Stoffel is a writer, investor, TH-camr, and financial educator. He's a teacher at heart. Brian has been investing for over a decade and has written over 4,000 articles for The Motley Fool. Brian plans his life and his investments around “antifragile” principles.
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ความคิดเห็น • 17

  • @jerryhunter5242
    @jerryhunter5242 18 วันที่ผ่านมา +13

    By far, the most valuable investing content on TH-cam! Thank you Brian.

  • @ashishmaharaj5483
    @ashishmaharaj5483 18 วันที่ผ่านมา +11

    Thanks for the video. The earnings report was better than feared and I believe CrowdStrike will emerge from the crisis as a stronger player with even better controls in place. Long term hold for me. Adding during dips.

    • @sebfox2194
      @sebfox2194 17 วันที่ผ่านมา +1

      The full impact of the outage won't really be seen in the earnings reports until future quarters, since this outage happened right at the end of the reporting quarter.

  • @majordelays4909
    @majordelays4909 18 วันที่ผ่านมา +4

    That was very good. Subscribed.
    I’m hoping for a nice sell off at open, so I can load up

  • @Timoo100
    @Timoo100 15 วันที่ผ่านมา

    Thanks for your thoughts Brian, personally one of the best channels with a nuanced point of view. Really appreciate the structure of these videos

  • @GaryKarr
    @GaryKarr 17 วันที่ผ่านมา +1

    I'm cautiously optimistic its moat survives; switching costs are its friend right now, I think.

  • @QualityInvest5
    @QualityInvest5 18 วันที่ผ่านมา +4

    extremely rude of you Brian to do $CRM video last between the 3 that reported here today 😅😁

    • @jaeyoungchoi6790
      @jaeyoungchoi6790 18 วันที่ผ่านมา +1

      lol never expected to see you on the comment session
      really enjoying your video as well!

    • @QualityInvest5
      @QualityInvest5 18 วันที่ผ่านมา +1

      @@jaeyoungchoi6790 oh thank you sir! I learn from the best (the 2 brians) 😉

  • @erickassor6649
    @erickassor6649 16 วันที่ผ่านมา

    Momma kept chickens in the kitchen til we got the linoleum. I think your thesis is quite pessimistic. CRWD has the best platform. SentinelOne's attempt to demean Crowdstrike seems labored. I think CRWD sees minimal share loss and this is a buying opportunity now that the stock is stabilizing. Palo Alto? They still have a legacy hardware business dragging on growth. They're creating an artifical platform that has to contend with cloud native Falcon.

  • @TheChinaPlay
    @TheChinaPlay 17 วันที่ผ่านมา

    Is that R-DCF calculator available somewhere to play with?

  • @dh13king75
    @dh13king75 18 วันที่ผ่านมา +1

    Brian don’t tell me you’re the one who pushed that update 👀😂

  • @social_trading187
    @social_trading187 17 วันที่ผ่านมา

    DBBER is missing for some quarters already. In the last earnings call they said about 119%

  • @kylelafrence390
    @kylelafrence390 17 วันที่ผ่านมา +2

    Did Brian F die? Sign of life? This should be the Brian Stoffel channel

    • @BrianFeroldiYT
      @BrianFeroldiYT  17 วันที่ผ่านมา

      He's doing evergreen content on the weekends. Some of them have been extremely popular: th-cam.com/video/As1a2VgbdWg/w-d-xo.htmlsi=D5leVna9Yuj9nS66

  • @SA5192-g1d
    @SA5192-g1d 17 วันที่ผ่านมา

    Can you do okta?