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Investing in Crowstrike , Snowflake and Palantir
Software as a Service (SAAS) has been a favorite investment in the stock market. Francis and I discuss how to choose a great SAAS investment. Francis further talks about Crowdstrike (CRWD) which to date ticks all the boxes of a great SAAS investment. We further talk what is the competitive advantage of Snowflake (Snow) and some comparisons between Snowflake (Snow) and Palantir (PLTR)
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By Rajeev AggarwalSoftware as a Service (SAAS) has been a favorite investment in the stock market. Francis and I discuss how to choose a great SAAS investment. Francis further talks about Crowdstrike (CRWD) which to date ticks all the boxes of a great SAAS investment. We further talk what is the competitive advantage of Snowflake (Snow) and some comparisons between Snowflake (Snow) and Palantir (PLTR)