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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Software as a Service Gems
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Author: onepoorguy 🐝  😊 😞
Number: of 61 
Subject: Re: CRWD
Date: 07/20/24 2:16 PM
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Thanks for the insight.

It is interesting that a lot of authors are trying to pin this on the dominance of Windows, but you are not. Windows does have issues, though the latest versions have been remarkably stable. But it really was the update rollout from Crowdstrike.

I owned it for a while. Put a stop in when I thought it was getting over-valued, and it corrected a bit (and triggered my stop). It has since gone up again. But I made a good chunk of money, so no regrets. Like you, I may have to watch how things fall out as the dust settles.
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