$CRWD

Explicit claim • strong conviction • basis: market mispricing

I think one of them is extremely undervalued right now. Extremely extremely undervalued.

Explicit claim • strong conviction • basis: multiple relative

So everything's moving in the right direction. But the headline cash flow multiple is 87 times. Stock-based comp is 1.13 billion against 1.24 billion in free cash flow. So this has a similar problem to both Cloudflare, Monday, and Datadog, but it is growing faster. So, I'll put this in the C tier.

Explicit claim • strong conviction • basis: multiple relative

But even a price to sales ratio of 23 times, which is where the stock has traded at over the last 5 years on average, times that $5.9 billion in forecasted sales. That would be a $135 billion market cap, or about a 19% upside from here.

Implied claim • moderate conviction • basis: growth vs multiple

you know it who I can even talk about cyber security names cyber security names for years and years they've gotten a huge premium well guess what maybe right now the market is saying you know what crowd strike rubric zcaler etc etc you are growing a lot you're very important but we are not willing to give you the premium anymore