Portfolio Update -- CrowdStrike

Plans for this position heading into earnings.

Author

Brad Freeman
June 04, 2024 • Estimated Reading Time: 1 minute

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:

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