Brad, you are **ELITE** at what you do. I hope you believe it, because it’s absolutely true! Thank you for all that you do (CRWD is 12% of my portfolio)
Good stuff Brad and well laid out in your walk through.
Just to piggy back... if folks want more explainer on XDR & CNAPP security terms, I wrote it up a long while ago. https://hhhypergrowth.com/what-is-xdr/
Great coverage Brad! Always appreciated. (CRWD 10.8% of portfolio 😁)
Brad, you are **ELITE** at what you do. I hope you believe it, because it’s absolutely true! Thank you for all that you do (CRWD is 12% of my portfolio)
Good stuff Brad and well laid out in your walk through.
Just to piggy back... if folks want more explainer on XDR & CNAPP security terms, I wrote it up a long while ago. https://hhhypergrowth.com/what-is-xdr/
I looked forward to this update more than ER itself, fantastic job!
Thanks for sharing as always Brad! I'm also planning to trim since it's my largest position and the Risk/Reward isn't attractive now.