CrowdStrike - End-point Cloud Security Leader With Widening Moat

Next-gen cloud security leader with first to market advantage platform based cloud native approach. Expanding TAM and impressive FY2021 results showing clear pathway to durable cash generation.

Summary

• CrowdStrike is the leader in endpoint security, the first true cloud-native offering single-agent platform solution. It was founded by George Kurtz in 2011 and IPOed in 2019.

• I first wrote abo…