Investing

Crowdstrike Deep Dive

Crowdstrike has been an absolute beast of a company, and they execute well on all metrics: revenue growth, improving operating margins, free cash flow, a fast time-to-value, low churn rate …
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The Forever Portfolio

While many people speak of long-term investing, few understand that it is more than just the duration of your holding period, it is the quest of looking for companies that …
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