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As someone who got absolutely wrecked in the Dot Com bust, I absolutely hate these insane valuations. Some people argue they will never drop or compress like they did during the Dot Com bust, but I watched stocks like Amazon do nothing for years after busting hard. I know how bad that feels to have bunches of your money tied up in destroyed stocks for a decade. Man, it is hard to overcome that fear to invest in some of these crazy valuations. CRWD is maybe going to hit 4 billion in revenue and it is valued at almost 20 times sales. I know what can happen to companies valued at 20 times sales as soon as they hit any kind of bump and it is a terrible, terrible loss of capital for a unknown period of time even if you don't sell. Hard to jump in when valuations are like this. Just feels dangeorus.
Totally understand. We've been through a few ourselves -- 2008-9, and the more recent bear market of 2020 and 2022. CRWD made it through the last bear market almost unscathed. Paying a premium valuation makes no sense. But it also pays to try and understand why a premium may be there. If it's simply for the revenue growth, then yes, it's eventually going to get wiped out. But if there's a deeper reason, a premium valuation may not be so crazy after all. For the record, we use a barbell approach in our portfolio. It's not just high-growth high-valuation momentum businesses.
Love your channel. Just wanted to voice one issue in that the commercial that precedes your channel is a commercial involving a 34 time convicted felon. Not very happy to see that and wondering if you can avoid that type of commercial for your channel. Thanks for your consideration.
Hey, take this well. Your information and analysis are great. But your stop-go-stop presentation, speech patterns, are off-putting. You sound like BOTs.
Appreciate your feedback, we're always improving our process in some way. Sorry if our delivery isn't to your liking. We understand a few out there agree with you. However, our delivery is intentional, we do it the way we do it for a reason.
Great Analysis. Thanks for another great video. Holding all three ( Fortinet, Crowdstrike, & Palo Alto Networks is a good idea). You can't go wrong long-term. I love the banter in this space; they keep it spicey 🙂
![30 ชั่วโมงคนเดียว บนรถไฟชั้น 3 โซเวียต [Around The World Ep. 2]](http://i.ytimg.com/vi/MlE9boAVqDA/mqdefault.jpg)
👉👉 Chip Stock Investor offers a premium membership that gives you:
Community: 🙏 Connect with other investors interested in chip stocks.
Direct Access: 🗣🦜Chat with the Chip Stock Investor experts.
Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market.
Resources: 📕📖📑Download show notes and access exclusive content.
Friends: 🙌 Join a welcoming Discord community.
How to Join:
Visit our TH-cam channel: th-cam.com/channels/3aD-gfmHV_MhMmcwyIu1wA.htmljoin
Support them on Ko-Fi: ko-fi.com/chipstockinvestor
Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop.
I’m still holding on my shares at a $212.00 cost basis for the long haul 💪💪💪💪
Jelly
Sitting on 100 shares @ $114 buy in…
Exactly same haha, bravo
Interesting timing on release. Major news today
Thank you for the informative video on Crowdstrike. I enjoy your videos and the format.
I am considering buying Fortinet now it’s under $60
I bought in upper 60s and think cyber protection stocks should be higher
I’ve been in and out of this but now planning to stick around longer
Outstanding video
As someone who got absolutely wrecked in the Dot Com bust, I absolutely hate these insane valuations. Some people argue they will never drop or compress like they did during the Dot Com bust, but I watched stocks like Amazon do nothing for years after busting hard. I know how bad that feels to have bunches of your money tied up in destroyed stocks for a decade. Man, it is hard to overcome that fear to invest in some of these crazy valuations. CRWD is maybe going to hit 4 billion in revenue and it is valued at almost 20 times sales. I know what can happen to companies valued at 20 times sales as soon as they hit any kind of bump and it is a terrible, terrible loss of capital for a unknown period of time even if you don't sell. Hard to jump in when valuations are like this. Just feels dangeorus.
Totally understand. We've been through a few ourselves -- 2008-9, and the more recent bear market of 2020 and 2022. CRWD made it through the last bear market almost unscathed. Paying a premium valuation makes no sense. But it also pays to try and understand why a premium may be there. If it's simply for the revenue growth, then yes, it's eventually going to get wiped out. But if there's a deeper reason, a premium valuation may not be so crazy after all.
For the record, we use a barbell approach in our portfolio. It's not just high-growth high-valuation momentum businesses.
Microsoft can't even protect itself from cyber attacks.
S&P500 HERE WE COME!
Buy the dip i guess, unless shit really hits the fan for this company or cybersecurity as a whole.
Are you guys going to do an update on ZS after earnings?
Not a video this time
Does Thoma Bravo trade?
No
I don't believe people use Windows Defender.
Lol if they do, then why
bwhahahahahhahaha
lol
Love your channel. Just wanted to voice one issue in that the commercial that precedes your channel is a commercial involving a 34 time convicted felon. Not very happy to see that and wondering if you can avoid that type of commercial for your channel. Thanks for your consideration.
We'll look into it, but unfortunately not aware of how we can control which ads pop up. Thank you for watching and for bringing this to our attention!
Worry about your guy shttn his pants in front of the whole world
Hey, take this well. Your information and analysis are great. But your stop-go-stop presentation, speech patterns, are off-putting. You sound like BOTs.
Appreciate your feedback, we're always improving our process in some way. Sorry if our delivery isn't to your liking. We understand a few out there agree with you. However, our delivery is intentional, we do it the way we do it for a reason.
Great Analysis. Thanks for another great video. Holding all three ( Fortinet, Crowdstrike, & Palo Alto Networks is a good idea). You can't go wrong long-term. I love the banter in this space; they keep it spicey 🙂
The trash talk is top notch! Gotta love the competitive spirit!