$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: explicit term

And looking at valuation, buying the stock at a forward PE of 166 times or an EV to EBITDA of 114 times, that's just not intriguing to me whatsoever, as much as I like the company. And again, this is a company that's expected to grow earnings by 30% next year. Paying 166 times for 30% is just not feasible whatsoever.

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.

Explicit claim • strong conviction • basis: multiple relative

It's soared from a forward price to earnings ratio of around 60 to now trading at a forward price to earnings of over 144. That's the most expensive this stock has traded for going back several years... I calculated a fair value estimate at $116. So this stock is even more expensive than it was at the beginning of the year when I evaluated the business and found it to be overvalued.