Ep. 161: CrowdStrike CEO George Kurtz, NovaGold (NG), Micron Technology (MU), Constellation Brands (STZ)
The Drill Down
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CrowdStrike - What's the Difference?
CrowdStrike has built a cloud-based technology called the Salesforce of Security. It's focused on understanding threats on endpoints and workloads, providing visibility among other things to make sure that bad guys aren't getting into your systems. Last quarter, CrowdStrike announced 57% year over year growth. There's general belief that this is a fast growing business, regardless of what happens in the economy.
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