zippixo
2023-03-13

$(CRWD)$ Netrual

CRWD is a great company but I am hesitant because of its valuation, especially in this shaky market that will likely see interest rates go higher. I love the cybersecurity space (it is a must-have). For now, I am staying with ZS (which I got at a good entry point), and watching closely the valuations of $(CRWD)$ and $(OKTA)$. Not quite sure where a good entry point lies for either one.

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