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BC
Bill Combs
@billcombs · May 9

Shares of $CRWD are down 4% today on news that U.S. prosecutors and regulators are investigating the $32 million transaction. Long-term, this probably won't affect the company, but I'm thinking I'd still buy in despite the current valuation.

Will you be overbought on$CRWDstock , or do you think it's getting expensive?

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TM

I haven't bought yet, but I have $PANW stock on my watchlist.

NT

But this way the stock isn't too cheap either. You think it's better than $PANW?

CB

I have a middle position, but currently I think it's getting expensive and it would take a bigger drop to get me to buy.

BC

It's certainly not cheap, but in the long run the price seems fine to me.

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