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Discussion on the market situation with top companies in the S&P 500, comparing current trends to the 1990s and addressing concerns about holding high valuation stocks like CrowdStrike. Insights on portfolio allocation, valuation metrics, and competitive positioning in the cybersecurity space are provided, highlighting CrowdStrike's customer-centric approach and growth strategy.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode