$CrowdStrike Holdings, Inc.(CRWD)$
Higher in the next 12 months? I'm not sure. If you look at CRWD's peers you see that it is quite expensive even within the sector. Of course, if you are willing to DCA if the stock drops 15%+ from here you can definitely buy here.
Nonetheless, I believe the chance for outsized returns is much higher when valuation comes down a bit. In the end, if you are investing in individual stocks you are trying to beat the market. Valuation can't be ignored in that case, especially if you are talking about a 12-24 month holding period, which is pretty short in the great scheme of things.
What if we get a serious recession in the next 12 months? I'm not saying this will happen, but it could certainly happen. Crowdstrike is a great company, but simply too expensive for me at this moment in time. As such, I believe there are better opportunities out there right now.
Comments