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Crowdstrike Infomercial
>https://www.youtube.com/watch?v=5U_AvYK0y-Y
Corporate executives receive cyberwarfare warning from federal agencies
>No views | Apr 15, 2022 | KTVU FOX 2 San Francisco
Multiple federal agencies issued a warning to corporate executives and their computer security departments. It says that an unnamed attacker has released malicious, invasive computer programs capable of gaining "full system access" to multiple industrial control systems, especially utility systems.
>Crowdstrike Infomercial
Crowdstrike Infomercial
>https://www.youtube.com/watch?v=5U_AvYK0y-Y
Corporate executives receive cyberwarfare warning from federal agencies
>No views | Apr 15, 2022 | KTVU FOX 2 San Francisco
Multiple federal agencies issued a warning to corporate executives and their computer security departments. It says that an unnamed attacker has released malicious, invasive computer programs capable of gaining "full system access" to multiple industrial control systems, especially utility systems.
<Michael Sentonas | CTO | CROWDSTRIKE>
>youse gno wat 2 due…
<Michael Sentonas | CTO | CROWDSTRIKE>
>https://www.crowdstrike.com/about-crowdstrike/executive-team/michael-sentonas/
Mike Sentonas is CrowdStrike’s Chief Technology Officer. Previously, he served as Vice President, Technology Strategy at CrowdStrike. With over 20 years’ experience in cybersecurity, Mike’s most recent roles prior to joining CrowdStrike were Chief Technology Officer – Security Connected and Chief Technology and Strategy Officer APAC, both at McAfee (formerly Intel Security). Mike is an active public speaker on security issues and provides advice to government and business communities on global and local cyber security threats.
He is highly-sought after to provide insights into security issues and solutions by the media including television, technology trade publications and technology centric websites. Michael has spoken around the world at numerous sales conferences, customer and non-customer conferences and contributes to various government and industry associations’ initiatives on security. Michael holds a bachelor’s degree in computer science from Edith Cowan University, Western Australia and has anAustralian Government security clearance.
>Crowdstrike
>Mar. 17, 2022 4:45 PM ETCloudflare, Inc. (NET)CRWD…
Summary
Cloudflare deepened its integration with CrowdStrike recently on its zero-trust services.
We believe Cloudflare's highly scalable business model can leverage the secular growth in cybersecurity moving forward.
We discuss why investors should capitalize on Cloudflare stock while it's still consolidating.
…
Investment Thesis
Cloudflare, Inc. (NYSE:NET) stock overtook Snowflake Inc. (SNOW) stock as the most expensive stock in our high-growth SaaS comps set recently. Snowflake investors bailed out alarmingly as the data warehousing leader reported robust earnings results, but "disappointed" with its guidance. But, of course, investors were expecting even more, given Snowflake's high-multiples valuation.
Meanwhile, NET has continued to demonstrate tremendous resilience despite its "expensive" valuation. Early Cloudflare investors should recall how the company has scaled its TAM from $32B in 2018 to a 2024 estimate of $100B. Therefore, the company has consistently been innovating effectively. Furthermore, its rapid topline growth rates also validated investors' confidence in its business model.
We are early Cloudflare investors and have continued to retain our firm conviction in CEO and Co-Founder Matthew Prince & Team. Nonetheless, we have taken the opportunity to pare down exposure in November. Despite that, NET stock is still one of our most significant holdings.
We discuss why investors should consider adding exposure before it potentially bottoms out from its consolidation.