Motley Fool Money Cybersecurity Soars, Cyclical Stocks Cycle
Jun 7, 2024
Nick Sciple, a Motley Fool Canada analyst, shares insights on the DOJ's antitrust lawsuit against Live Nation. He discusses the implications of potential monopolistic practices in the ticketing industry and what a corporate breakup could mean for investors. The conversation also touches on the strong earnings of CrowdStrike and the challenges faced by Lululemon. Additionally, Sciple highlights the rise of new market players like the Texas Stock Exchange, creating excitement among investors looking for alternatives.
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CrowdStrike's Success
- CrowdStrike's strong earnings demonstrate resilience in cybersecurity spending.
- Their increasing ARR and customer acquisition suggest a dominant market position.
CrowdStrike's Cash Flow
- CrowdStrike's free cash flow margin increased from negative in 2020 to 35% this quarter.
- Serving existing customers with more modules is cheaper than acquiring new ones, driving profitability.
Thor Industries and the RV Market
- Thor Industries, the world's largest RV manufacturer, saw sales decline 40% due to post-COVID market saturation.
- However, they are gaining market share as the overall RV market is down 50%.