tag:blogger.com,1999:blog-8116115553344125640.post490521884008113901..comments2023-09-12T21:23:23.638+08:00Comments on What's Behind the Numbers: Why I added Crowdstrike Holdings CRWD (NASDAQ)Enchanthttp://www.blogger.com/profile/05267098086544966754noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-8116115553344125640.post-65064399844430708222020-07-28T23:08:00.590+08:002020-07-28T23:08:00.590+08:00Hi Kyith! Thanks for dropping by!
Agree with you....Hi Kyith! Thanks for dropping by!<br /><br />Agree with you. Hence, when it comes to investing it such sector, being recognized leader in endpoint security matters alot.<br /><br />It may face threats from new entrants or even existing companies, hence keeping a close eye on deferred revenue every quarter is important (rather than its revenue). <br /><br />But so far its ability to retain client is impressive, with 98% gross retention rate and 124% net retention rate, which means the customers got upsold and spend averagely 24% more compared to previous year. This could probably show how good it is (from client's perspective :) )Eye of the Stormhttps://www.blogger.com/profile/17931428030280630046noreply@blogger.comtag:blogger.com,1999:blog-8116115553344125640.post-33227645128796600842020-07-26T23:45:38.391+08:002020-07-26T23:45:38.391+08:00The traditional anti virus companies have cloud co...The traditional anti virus companies have cloud component where it provides signatures and machine learning as well. The question is more of an implementation, how good it is. that part i am abit detached already. Kyithhttps://www.blogger.com/profile/07617228143744544821noreply@blogger.comtag:blogger.com,1999:blog-8116115553344125640.post-54072173867973348082020-07-26T16:09:37.986+08:002020-07-26T16:09:37.986+08:00Hi Mr Llama,
Thanks for dropping by! Read your bl...Hi Mr Llama,<br /><br />Thanks for dropping by! Read your blog on Lendlease as well, a stock I have invested since IPO for dividends.<br /><br />For Tech stocks especially those listed on Nasdaq, got to be familiar with the way they present their financial statements, understanding GAAP and non-GAAP reporting.<br /><br />Will get use to it as you read more. Yes need more guts too but it can be rewarding.<br /><br />All the best!Eye of the Stormhttps://www.blogger.com/profile/17931428030280630046noreply@blogger.comtag:blogger.com,1999:blog-8116115553344125640.post-56995924624714938862020-07-26T11:43:25.260+08:002020-07-26T11:43:25.260+08:00Hi,
Wow! good for you. I only came to know this s...Hi,<br /><br />Wow! good for you. I only came to know this stock when it was at its 80+ range, hesitated abit and only pulled the trigger earlier this month after doing some read up on this company.<br /><br />All the best to you and yes, looking forward to more price upside!Eye of the Stormhttps://www.blogger.com/profile/17931428030280630046noreply@blogger.comtag:blogger.com,1999:blog-8116115553344125640.post-53316157770372171732020-07-26T00:32:26.949+08:002020-07-26T00:32:26.949+08:00I am vested at much lower price, hope it really go...I am vested at much lower price, hope it really go to 143. Unknownhttps://www.blogger.com/profile/03697748904859515763noreply@blogger.comtag:blogger.com,1999:blog-8116115553344125640.post-52349537750466456432020-07-26T00:14:44.797+08:002020-07-26T00:14:44.797+08:00Interesting! I have little knowledge on tech, woul...Interesting! I have little knowledge on tech, would say growth investing takes more analysis and gutsMr Llamahttps://www.blogger.com/profile/12436510773421998308noreply@blogger.com