I bought CRWD last year at a split-adjusted price of around $80, and I’m now up about 225%. I really like the company and believe in its long-term value, so I’m not concerned about a potential bear market or tech pullback. In fact, I was going to buy more and found that their valuation is around 200x forward non-GAAP earnings. If growth slows or the market rerates high multiple software stocks, CRWD could keep performing well while the share price falls sharply, wiping out a large portion of my
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