Mar. 6 at 5:24 PM
$CRWD outlandish valuation. I get that cybersecurity is important. However, this trades at 18x sales (2027), 15x sales (2028). It still has negative net income.
$PANW is at 12x and 9x sales respecitively. It is positive FCF. Even
$ZS which burns money is at 7.8 and 6.5. Pair trade probably works here.