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- Portfolio Update -- CrowdStrike
Portfolio Update -- CrowdStrike
Plans for this position heading into earnings.
I’ve made a decision on how to handle my CrowdStrike position heading into earnings. This took a lot of thoughtful back and forth. This is what I feel balances desired exposure with desired risk management given my approach. To paid subscribers, here’s what I did:
![](https://media.beehiiv.com/cdn-cgi/image/format=auto,onerror=redirect/uploads/publication/logo/0bedbfad-5eca-4121-a9e4-3959831c1c39/thumb_Stock_Market_Nerd_-_Logo_Square_white.png)
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