CrowdStrike: The Hidden Network Effect In Cybersecurity

Before a global outage brought CrowdStrike ( CRWD ) into worldwide focus back in July of 2024 , the stock seemingly only knew one direction - up. After the incident, many investors feared that payments for the damage causedI am an investor and analyst with a strong focus on long-term compounders, high-moat businesses, and structurally growing industries. My core interest lies in identifying durable companies with economic resilience, pricing power, and capital efficiency — the kind of businesses that outper ...