CRWD_Investor Briefing_Apr_2021.pdf
2.9 MB
#CRWD Crowdstrike Investor Briefing Slides - Apr 21
#CRWD & #PATH 🚀
https://www.businesswire.com/news/home/20211005005318/en/CrowdStrike-and-UiPath-Partner-to-Secure-Robot-led-Processes-with-First-of-Its-Kind-Integration
https://www.businesswire.com/news/home/20211005005318/en/CrowdStrike-and-UiPath-Partner-to-Secure-Robot-led-Processes-with-First-of-Its-Kind-Integration
Businesswire
CrowdStrike and UiPath Partner to Secure Robot-led Processes with First of Its Kind Integration
UiPath and CrowdStrike have partnered to deliver a new level of security protection and visibility.
Can #CRWD sit on 180 support another week and break 200?
CRWD.pdf
329.8 KB
#CRWD DCF Valuation as of early July
Is #CRWD a value buy? 🦅
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In this post, I share my analysis of the company, with the methodology I use to evaluate its economic moats, financials and fair valuations.
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Do you own any shares of this company in your portfolio?
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This is not a financial advice.
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#investing #stock #analysis #investment #investmentdiary #Crowdstrike #wealth
.
In this post, I share my analysis of the company, with the methodology I use to evaluate its economic moats, financials and fair valuations.
.
Do you own any shares of this company in your portfolio?
.
This is not a financial advice.
.
#investing #stock #analysis #investment #investmentdiary #Crowdstrike #wealth
2023 Q3 Portfolio Review
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Top 3 positions = 50% portfolio value
#TSLA #PLTR #DBS
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Top 10 positions = 80% portfolio value
#GOOG #AAPL #BABA #ABNB #CRWD #NET #ASML
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Total of 90% of portfolio value in Tech (41%), Consumer Cyclical (36%), Financial (13%)
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Country exposure:
US (85%) >> SG (11%) > HK (4%)
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New positions added this Quarter:
#ASML #NEE #QQQ (not recorded)
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Continue to add on positions in Q4
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To add more portfolio investment weightage in healthcare and finance sectors
.
Top 3 positions = 50% portfolio value
#TSLA #PLTR #DBS
.
Top 10 positions = 80% portfolio value
#GOOG #AAPL #BABA #ABNB #CRWD #NET #ASML
.
Total of 90% of portfolio value in Tech (41%), Consumer Cyclical (36%), Financial (13%)
.
Country exposure:
US (85%) >> SG (11%) > HK (4%)
.
New positions added this Quarter:
#ASML #NEE #QQQ (not recorded)
.
Continue to add on positions in Q4
.
To add more portfolio investment weightage in healthcare and finance sectors
#CRWD has been on a good uptrend with same growth trajectory as per 2020. Seeing some key price level around 190 and may expect some pull back back to 150-160 level before going to 205
https://economictimes.indiatimes.com/news/india/microsoft-outage-airlines-banks-stock-market-heres-list-of-services-affected-due-to-crowdstrike-blue-screen-error/articleshow/111856186.cms?from=mdr
#MSFT #CRWD
#MSFT #CRWD
The Economic Times
Microsoft Outage: Airlines, banks, stock market, here's list of services affected due to CrowdStrike blue screen error
Microsoft experienced a global outage that had widespread repercussions, including significant disruptions to air travel. Major airlines such as Indias Akasa, IndiGo, Air India, and SpiceJet faced operational challenges. Additionally US low-cost carriers…
Can #PLTR hold 30 and breakthrough previous high of 35?
We have seen how #CRWD did an explosive double digit % gain during the period when they were announced to be included into S&P 500, and many people are banging on the table for PLTR to be included in September.
Palantir at current valuation for today price to me is expensive. However, when the tide is right, the price can spike up more than rational value easily, as we have seen for a few AI stocks this year.
I have my largest position on Palantir currently, and I am not adding more at this point. I will be happy to add more shares if it falls close to 25 or below.
If it shoots up, I will consider to trim and take some profits. I am still bullish about the company, but trying to do some rebalancing to make sure I am not too concentrated with PLTR later.
We have seen how #CRWD did an explosive double digit % gain during the period when they were announced to be included into S&P 500, and many people are banging on the table for PLTR to be included in September.
Palantir at current valuation for today price to me is expensive. However, when the tide is right, the price can spike up more than rational value easily, as we have seen for a few AI stocks this year.
I have my largest position on Palantir currently, and I am not adding more at this point. I will be happy to add more shares if it falls close to 25 or below.
If it shoots up, I will consider to trim and take some profits. I am still bullish about the company, but trying to do some rebalancing to make sure I am not too concentrated with PLTR later.
#CRWD tend to track the green trendline here quite well with some large spike up and down. Wait for retracement back
Investment Diary (By Joe Pong Wealth)
#CRWD tend to track the green trendline here quite well with some large spike up and down. Wait for retracement back
#CRWD is almost too easy, buy under the green trendline and hold when it is above!