CrowdStrike one-pager
In episode #49 of the podcast, we did a deep dive into another one of our model portfolio stocks for 2021, CrowdStrike. We both have positions in our personal portfolios. Here’s a one-pager summarising the key points from our deep dive.
Podcast #49 – CrowdStrike deep dive
This week, we deep dive another stock in our 2021 model portfolio, CrowdStrike. It seems that hacking is constantly in the news with disturbing reports of spyware infiltrating our devices and ransomware attacks against government agencies, corporations, and public services. CrowdStrike aims to protect these systems from hackers with an advanced cybersecurity platform powered by artificial intelligence and modern security foundations.
Podcast #36 – Twilio deep dive
Communication is a core function of almost every app, from ordering a pizza, hailing a ride, to booking a doctor’s appointment. This week, Luke & Albert deep dive into one of the leading providers of this core functionality, Twilio. Twilio is one of the stocks in the model portfolio for 2021 and we discuss why we think it is a strong company with room to grow. Also, Luke muses on his dreams of a space economy.