Post #48 by onepoorguy on the Software as a Service Gems board

Investment Strategies / Software as a Service Gems

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Thanks for the insight.

It is interesting that a lot of authors are trying to pin this on the dominance of Windows, but you are not. Windows does have issues, though the latest versions have been remarkably stable. But it really was the update rollout from Crowdstrike.

I owned it for a while. Put a stop in when I thought it was getting over-valued, and it corrected a bit (and triggered my stop). It has since gone up again. But I made a good chunk of money, so no regrets. Like you, I may have to watch how things fall out as the dust settles.

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