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Behind The Idea #76: CrowdStrike And The Crowded Market
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Manage episode 236821927 series 2094762
We've seen as big a rush of IPOs as there has been in some time. CrowdStrike appears to be one of the more impressive ones, though it's also fully valued. The company claims to have a better model for cybersecurity, involving more of an end-to-end service that is adapted to the cloud. We try to understand whether the company's moat is knowable for a non-tech expert, and how we might inform ourselves of that as general investors.
Learn more about your ad choices. Visit megaphone.fm/adchoices
104 episodes
Archived series ("Inactive feed" status)
When? This feed was archived on August 01, 2022 23:32 (). Last successful fetch was on February 04, 2021 04:25 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 236821927 series 2094762
We've seen as big a rush of IPOs as there has been in some time. CrowdStrike appears to be one of the more impressive ones, though it's also fully valued. The company claims to have a better model for cybersecurity, involving more of an end-to-end service that is adapted to the cloud. We try to understand whether the company's moat is knowable for a non-tech expert, and how we might inform ourselves of that as general investors.
Learn more about your ad choices. Visit megaphone.fm/adchoices
104 episodes
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