CrowdStrike: Conservative outlook in 2023, but still strong!
@SirBahamut:
$CrowdStrike Holdings, Inc.(CRWD)$ CrowdStrike (CRWD) has been in my portfolio since 2020 and has been my favourite cybersecurity company! CRWD's disruptive platform has made it a leader in the Endpoint Security market, enabling it to efficiently penetrate core and adjacent markets. Due to its strong unit economics and go-to-market efficiency, CrowdStrike has more flexibility than its peers in driving incremental profitability, and has consistently exceeded expectations and is on track to achieve its goal of $5bn of ARR by FY26. Highly favourable Gartner ratings! For consecutive years since its initial public offering in 2019, CRWD has consistently received high ratings from Gartner. In 2022, it was ranked as the top performer for compl