Latest Insights on CRWD
Opportunities Abound; Warner Music IPO, Zoom Will Grow, CrowdStrike Now! June 3, 2020 Great Stuff The End Is Near Wall Street began the day with a friendly voice, a companion unobtrusive … well, at least as unobtrusive as any companion can be right now. The ADP private payroll figures arrived today, and there’s really only one way to describe them: “obviously an awful number, but not as catastrophic as expected.” […]
The Great Senate Make-or-Break; Elon Hyperventilates March 20, 2020 Great Stuff Friday Four Play: The “Corona Conundrum” Edition Last week, I was looking forward to getting out of the house, having my family home, hanging out with friends … you know, typical weekend stuff. My, how things change in a week. But the lifestyle of your fearless Great Stuff leader isn’t the only thing that underwent […]
Meatless Macs Meet Missile Attacks January 8, 2020 Great Stuff Iran…Less Than Feared The funny thing about stock market sentiment? It applies to literally everything. For example, today I find myself discussing the bullish and bearish implications of last night’s Iranian missile attack. According to the financial media, Iran’s retaliation for the U.S. killing Qassem Soleimani, a top Iranian military official, was deemed “less than […]
Impeachment Melt-Up; Maxing out With Micron December 19, 2019 Great Stuff Ain’t That a Peach I’ve been hesitant to wade into the impeachment waters … for obvious reasons. I don’t like politics. I mean, I do … but I don’t like mixing them with investing advice unless it’s absolutely necessary. I’m putting a toe in the impeachment pond today because the U.S. House of Representatives voted […]
Get IPO Crazy With CrowdStrike, Peloton and Cloudflare September 3, 2019 Great Stuff Wall Street’s Virtual Insanity I worry about the sanity of the market sometimes. The major financial publications today are all spewing some variation of the same headline — stocks fall because of trade war tariffs. If you’ve read those same financial publications — or a better one such as Great Stuff — you already knew […]





