CrowdStrike: Growth Reaccelerating, But Valuation Still A Constraint (NASDAQ:CRWD)

CrowdStrike Holdings, Inc.'s ( CRWD ) business is beginning to rebound as it moves past the headwinds created by its IT outage in mid-2024. This is supported by a demand environment that appears to be fairlyRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifying businesses with secular growth opportunitie ...