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Lowest price in ~4 years. Reporting tonight. Reduced my basis to $315. Buying back 4% shares per year. Growth of 9% per year w/ discount rate of 10% still gives fair value. Such a great ROE. Stockpiled inventory if we go into trade war.
@ObscurValuation@ReneSellmann If I am a CISO I am looking very seriously at competitors.
Does CrowdStrike have a major moat that prevents customers from leaving?
Their price assumes growth to $10B revenue and 80% profit margins or something along those lines.