CROWDSTRIKE CRUSHED! HOW LOW DOES CRWD STOCK GO? HYPER GROWTH BARGAIN?

Crowdstrike Stock (CRWD) is down 20% following their 3Q'22 earnings results. While they continue to post strong growth, their outlook for the year ahead suggests a huge deceleration. Is this a bargain? What's the downside from here?

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[kalyanupadhyaya]

Has there been any video where you came to a conclusion for a company that you were highly interested in based on their current stock price? I understand most of that information is available for your annual subscriber (which make sense to me). However, it would be good to see an example of what that looks like on one of your YT videos.

[EarthwithTom]

Appreciate the video! would love to hear your take on MELI

[ayoobdbj]

Awesome video Daniel! Glad I sold the sock with a nice gain. BR from Germany

[sercan]

I agree, in current market you cant miss your numbers, market will decimate you. this will downtrend until next earnings beat. we arent in bullish market where people buy up every major crash anymore

[ahmedalromaih]

Very interesting company.. amazing product.. maybe the valuation was high during the pervious months.. but honestly it's starting to look interesting.. maybe a starting position at $ 20B valuation .. however if it reaches to $10B that could be a great investment for the future.. ?

[uncertaintyunravelled]

Agreed with your assessment.

Great company, but way too expensive. Glad for the drop tbh. Hoping for a further one.

Plus, they're a cloud-oriented Saas business. I need my Microsoft competitor discount.

[ForChiddlers]

Have you got an analysis on FUTU ? I'd really like to see your Knowhow on that one

[derekc]

Can you do a new block analysis after its recent q3

[kevenkoshie]

assuming a 25 percent avg growth in revenue, at 30 percent FCF . REQUIRED RATE OF RETURN =30, PRICE= 40 ISH .I will sell puts at that moment .I will buy more facebook

[LDP..]

Hey daniel ! Would love to see you revisit SentinelOne and compare the Coy with Crowdstrike now that Crowdstrike seems to slow down, and the 60% stock price drop

[Drotopia]

Good vid👍 stock is still too expensive. If it gets cheaper I may start a position. An earnings I was impressed w/ this past week was WDAY(I’ve had my eye on this one).

[naps]

William O'neil said the average leading stock in a bull market will lose 70% when the bear market comes. CRWD hit 300 one year ago, today trading at 112...about 90 should be about right for the low if the 70% rule holds.

[francescobaroncini]

Good video, thx for that! If you can do it, I'm interesting about your thoughts on Airtel Africa: boring telco business but with good numbers in a geographical region with strong catalysts 😉

[jacksyr]

Maybe buy some around $80
Thank you 😊

[FairmontInv]

pls do a research study on Freshworks ...(FSH) CMP is 13-14

[uditmehrotra]

Great video. Please make a video on Cognyte software . Thank you

[KrishnaVadali]

Great content as always I know you have similar thoughts on DDOG, love to hear nonetheless.

[arigutman]

Solid video, while I am not a fan of this stock, I do see plenty of data point to upside in the long-term.. doesn't however fit the criteria of my portfolio to do more research on it!

[kennykwong]

Analysts are too sanguine with target prices, but that said, free cash flow is the preferred measure and any valuation should be derived through a combination of comparable company multiples and discounted cash flow analysis. I won't go and say CRWD worth $175 like analysts, but I would say around $140 is very reasonable.