Market commentary, portfolio company earnings results, and a deeper look into CrowdStrike (CRWD)
It has nothing to do with quality companies and 90% to do with a new industry being born..it isn't clear there won't be setbacks. One should take profits when margin of safety goes negative!
It has nothing to do with quality companies and 90% to do with a new industry being born..it isn't clear there won't be setbacks. One should take profits when margin of safety goes negative!