Behind The Idea

Behind The Idea #76: CrowdStrike And The Crowded Market


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We've seen as big a rush of IPOs as there has been in some time. CrowdStrike appears to be one of the more impressive ones, though it's also fully valued. The company claims to have a better model for cybersecurity, involving more of an end-to-end service that is adapted to the cloud.
We try to understand whether the company's moat is knowable for a non-tech expert, and how we might inform ourselves of that as general investors.
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Behind The IdeaBy Seeking Alpha

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