CrowdStrike's Secret Weapon Is Flex

Since the last CrowdStrike (NASDAQ: CRWD ) coverage , the stock has delivered a 25% price return, outpacing the S&P 500’s 13% price gain despite the July 2024 outage. Previously, the thesis was based on CrowdStrike’s cloud-first, AI-native Falcon platform as a modular cybersecurity product.Hi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow ...