The Drill Down

Ep. 161: CrowdStrike CEO George Kurtz, NovaGold (NG), Micron Technology (MU), Constellation Brands (STZ)

Jul 8, 2022
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1
Introduction
00:00 • 2min
2
Nova Gold Resources - What's the Story?
02:27 • 4min
3
The Last DRAM Pricing Really Does Respond to What's Happening in the Economy
06:36 • 5min
4
Constellation Brands - What's the Story?
11:50 • 6min
5
CrowdStrike - What's the Difference?
17:27 • 3min
6
Cloud Platform - What's It All About?
20:16 • 2min
7
The Business Model of Crowdsourcing
21:48 • 2min
8
How Do You Decide Where to Grow?
23:37 • 3min
9
CrowdStrike - What's the Best Technology Approach?
26:41 • 4min
10
CrowdStrike CEO, George Kurtz, and the Drill Down
30:45 • 4min