Love the curation format - it's a great way to discover quality research across the Finstack community! The CrowdStrike coverage is particularly timley given their recent partnership announcements and the ongoing conversation about cybersecurity consolidation. It's interesting to see how different analysts approach the same name from various angles (valuation, technical moats, growth trajectory). This type of aggregated perspective is valuable for building conviction. Keep up the excellent work!
Love the curation format - it's a great way to discover quality research across the Finstack community! The CrowdStrike coverage is particularly timley given their recent partnership announcements and the ongoing conversation about cybersecurity consolidation. It's interesting to see how different analysts approach the same name from various angles (valuation, technical moats, growth trajectory). This type of aggregated perspective is valuable for building conviction. Keep up the excellent work!
Thank you for the mention!
Thanks for the mention.
Thank you for the shoutout !