Dear TFP team, you should consider filtering out sound frequencies below 60 Hz because I can hear *incredible* rumble effects from the microphones being moved by the table and from breathing hitting the microphone membranes. To reproduce, listen with headphones with low frequency amplification.
I don't think CRWD will tell it's biggest customers to go pound sand due to their legal agreement. They will pay out something or give some compensation otherwise their customers might leave and that would hurt their business more than if they just paid out. And google just cut their stake in CRWD as well
Markets are forward looking and the future for CRWD doesn't look that optimistic. Listening to market is way better than listening to Jim Cramer or other analysts.
Dear TFP team, you should consider filtering out sound frequencies below 60 Hz because I can hear *incredible* rumble effects from the microphones being moved by the table and from breathing hitting the microphone membranes. To reproduce, listen with headphones with low frequency amplification.
We'll look into this. Thanks for the feedback!
Rusman sounds like he have a techie background!
Thia one is good.
Thanks!
Did anyone bought during there bloodbaths? Rusmin said 200 and it indeed drop to 200 and rebounded!
Very informative and good sharing😊
Thank you!
this crowdstike a good moat? no other company do the same as crowdstrike?
Are you guys full-time investors, or do you hold another full-time job?
Very good overview and analysis, thank you 🙏
You're most welcome!
Excellent analysis.
Thanks!
I don't think CRWD will tell it's biggest customers to go pound sand due to their legal agreement. They will pay out something or give some compensation otherwise their customers might leave and that would hurt their business more than if they just paid out. And google just cut their stake in CRWD as well
Definitely, they will need to appease their biggest customers in some way.
I don’t see how it’s not good to invest, after all this has passed and lawsuits are gone, wouldn’t the company just recover more and more over time?
Yes, but we want to get in at a valuation that improves your risk-to-reward ratio.
@@TheFifthPersonChannel is the risk really that high if there’s a good chance they will recover over time?
The sell off will be continuing for CrowdStrike, maybe below $200 then we can consider to DCA into it.
Markets are forward looking and the future for CRWD doesn't look that optimistic.
Listening to market is way better than listening to Jim Cramer or other analysts.
Thanks for listening!
Victor believes in what I do - wait for the next disaster!
Bought 293 😂 usd, thinking how smart I am 😅
310 Got Impatient. learnt my lesson
Hmm, an economic "covid" test run?
Keep up the good work
Thanks, will do!