$CrowdStrike Holdings, Inc.(CR

$CrowdStrike Holdings, Inc.(CRWD)$ While our recent downgrade in early July didn't foresee the global outage and ensuing fall-out, our upgrade on the other side of the event attempts to assess the longer-term, strategic-value of the cybersecurity leader. Historically, outages and breaches have had modest impacts on cyber business fundamentals - but the scale of the CRWD-caused outage is unprecedented. Even though the near-term news cycle will likely revolve around litigations / settlements, congressional testimony and ensuing numbers cuts ahead of and on F'2Q earnings, the ramifications of the event will likely be more-so short-lived and at negligible cost, in our view. With shares down sharply for the month, we believe investors should opportunistically build positions at current levels. We are moderating numbers in the wake of the event.

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