The Compound and Friends cover image

Brian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed, Uber and Tost Report

The Compound and Friends

00:00

Mystery Chart Reveal: CrowdStrike Success Story

Josh reveals CrowdStrike as his long-held ARR winner, reviewing its IPO performance, outages, resilience, and long-term cybersecurity thesis.

Play episode from 01:38:52
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