CrowdStrike After The Correction: Same Story, Far Cheaper

Core Viewpoint - The analysis of CrowdStrike (CRWD) indicates that the primary concern is not the quality of the business but rather the valuations, which are seen as a limiting factor for investment decisions [1] Group 1: Business Quality and Valuation - The analyst expresses confidence in the business quality of CrowdStrike but is hesitant about the current valuations, suggesting that multi-year strong execution assumptions are embedded in the stock price [1] Group 2: Analyst Background - The analyst has over 20 years of experience in quantitative research, financial modeling, and risk management, with a focus on equity valuation, market trends, and portfolio optimization [1] - Previous experience includes a role as Vice President at Barclays, leading teams in model validation, stress testing, and regulatory finance, which contributes to a deep expertise in both fundamental and technical analysis [1] - The analyst collaborates with a research partner to provide high-quality, data-driven insights, emphasizing a blend of rigorous risk management and a long-term perspective on value creation [1]