CrowdStrike: Margins And Growth Rate Will Be Crucial (Earnings Preview)
I see CrowdStrike Holdings, Inc. ( CRWD ) as one of the highest quality companies of our time, which is why I have the company on my watchlist. Unfortunately, the valuation and other more attractiveMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to pote ...