CrowdStrike: High Visibility And Longer Term Growth Acceleration

In my initiating coverage of CrowdStrike (NASDAQ: CRWD ), I had adopted a 'Neutral/Hold' stance on the stock. This has resulted in a moderate error of omission as the stock has handily outperformed the S&P500 (Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performanc ...