Sep
22
Revenue Per Employee Vs Head Count Growth Analysis
5 min read
CRWD
Sep
01
CRWD Update: Cutting Through The Noise – EDR Is Slowing Down But Non-EDR Is Saving The Day
16 min read
Aug
01
Rule of 40 Ranking with Investment Notes
6 min read
Jun
11
S Update: 1Q24 Execution Issues & Fundamentals Review
23 min read
May
08
Part 3: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
9 min read