{"id":5930,"date":"2025-08-31T09:32:07","date_gmt":"2025-08-30T23:32:07","guid":{"rendered":"https:\/\/murrayslatter.me\/?p=5930"},"modified":"2025-08-31T09:32:09","modified_gmt":"2025-08-30T23:32:09","slug":"what-i-am-investing-in-and-why-crowdstrike-nasdaq-crwd","status":"publish","type":"post","link":"https:\/\/murrayslatter.me\/?p=5930","title":{"rendered":"What I Am Investing In and Why: CrowdStrike (NASDAQ: CRWD)"},"content":{"rendered":"\n<p><strong>1. The Case for CrowdStrike Starts with the Network<\/strong><\/p>\n\n\n\n<p>CrowdStrike is one of the most powerful network-effect companies in the cybersecurity space\u2014and one of the most structurally important technology firms for the decade ahead.<\/p>\n\n\n\n<p>At its core, CrowdStrike is not just a security company. It is an intelligent operating system for detecting, preventing, and responding to cyber threats across the world\u2019s most sensitive enterprise environments.<\/p>\n\n\n\n<p>But what makes CrowdStrike truly exceptional isn\u2019t just its tech\u2014it\u2019s how it has cultivated and scaled a global community of threat-sharing, feedback-generating, innovation-fueling customers and partners. That community isn\u2019t just a sales channel\u2014it\u2019s part of the product development engine. Every endpoint protected, every threat observed, every response tested feeds the system and improves its predictive capabilities.<\/p>\n\n\n\n<p>The Falcon platform is powered by cloud-native AI, but its real moat is data scale and shared intelligence\u2014all built on the back of years of trust and collaboration.<\/p>\n\n\n\n<p><strong>2. A Network Built on Trust, Strengthened by Data<\/strong><\/p>\n\n\n\n<p>CrowdStrike has amassed:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Trillions of threat signals<\/li>\n\n\n\n<li>Real-time telemetry across millions of endpoints<\/li>\n\n\n\n<li>An AI engine that trains on live attacks in real-world environments<\/li>\n\n\n\n<li>And, critically, a collaborative ecosystem of security leaders who feed it all back<\/li>\n<\/ul>\n\n\n\n<p>This forms a network effect so strong that the more customers they onboard, the better protected every other customer becomes.<\/p>\n\n\n\n<p>They are not merely deploying agents; they are wiring a nervous system into enterprise technology stacks.<\/p>\n\n\n\n<p><strong>3. The Macro Forces Amplifying the Thesis<\/strong><\/p>\n\n\n\n<p>Several forces are converging to make cybersecurity not just essential, but existential:<\/p>\n\n\n\n<p><strong>a.&nbsp;<\/strong><\/p>\n\n\n\n<p><strong>The Digitisation of Everything<\/strong><\/p>\n\n\n\n<p>Most industries are still in the early innings of digitisation. In the next 5\u201310 years, hundreds of millions of devices, systems, and workflows will come online, integrate APIs, and expose new attack surfaces.<\/p>\n\n\n\n<p><strong>b.&nbsp;<\/strong><\/p>\n\n\n\n<p><strong>The Device Explosion<\/strong><\/p>\n\n\n\n<p>Each individual may interact with dozens\u2014eventually hundreds\u2014of connected devices. From laptops to wearables to vehicles and IoT sensors\u2014each device is a potential breach point.<\/p>\n\n\n\n<p><strong>c.&nbsp;<\/strong><\/p>\n\n\n\n<p><strong>The API Era<\/strong><\/p>\n\n\n\n<p>Enterprises are stitching together SaaS platforms, internal systems, third-party services, and customer apps via millions of API calls per day. Every integration is a potential vulnerability\u2014an invitation to attackers if not properly secured.<\/p>\n\n\n\n<p><strong>d.&nbsp;<\/strong><\/p>\n\n\n\n<p><strong>Security as Non-Negotiable<\/strong><\/p>\n\n\n\n<p>In recessionary environments, CFOs may cut marketing or travel budgets\u2014but they don\u2019t cut cybersecurity. Risk mitigation is no longer optional. Insurance companies demand it. Regulators enforce it. Customers expect it.<\/p>\n\n\n\n<p><strong>e.&nbsp;<\/strong><\/p>\n\n\n\n<p><strong>Threats Are Evolving Faster Than Firewalls<\/strong><\/p>\n\n\n\n<p>With state-sponsored attacks, ransomware-as-a-service, and zero-day vulnerabilities on the rise, the attack surface is expanding faster than any single company can handle alone\u2014which is why CrowdStrike\u2019s shared intelligence model scales where others falter.<\/p>\n\n\n\n<p><strong>4. The Events of 2024: Real Risk, Real Resilience<\/strong><\/p>\n\n\n\n<p>The August 2024 event, which triggered a momentary lapse in Microsoft\u2019s cloud security infrastructure and affected many third-party applications including those dependent on CrowdStrike modules, was a moment of global clarity.<\/p>\n\n\n\n<p>It showed us how deeply embedded CrowdStrike is in enterprise infrastructure, and how a single upstream misconfiguration can ripple across the digital world.<\/p>\n\n\n\n<p>But more than that, it revealed CrowdStrike\u2019s maturity, transparency, and speed of remediation. In a time of maximum stress, the company leaned into its customer community\u2014not away from it.<\/p>\n\n\n\n<p>Trust was not lost. It was reinforced.<\/p>\n\n\n\n<p><strong>5. Role in My Portfolio<\/strong><\/p>\n\n\n\n<p>CrowdStrike is a core position in my G2 and G3 Funds\u2014a future leader with operating leverage, backed by an explosive trendline and an irreplaceable moat. It is:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Profitable at scale<\/li>\n\n\n\n<li>Growing rapidly<\/li>\n\n\n\n<li>Embedded in mission-critical IT systems<\/li>\n<\/ul>\n\n\n\n<p>And crucially, it continues to invest in platform expansion\u2014moving from endpoint protection into identity, cloud workload security, attack surface management, and SIEM alternatives.<\/p>\n\n\n\n<p><strong>6. What I\u2019m Watching<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Growth in net retention and module adoption per customer<\/li>\n\n\n\n<li>Expansion of CrowdStrike\u2019s AIdriven Falcon platform<\/li>\n\n\n\n<li>Customer wins in highly regulated industries<\/li>\n\n\n\n<li>Competition from Microsoft, Palo Alto Networks, SentinelOne, and emerging AI-native players<\/li>\n\n\n\n<li>The company\u2019s expansion into identity security and external attack surface management (EASM)<\/li>\n<\/ul>\n\n\n\n<p><strong>7. What Would Break My Thesis<\/strong><\/p>\n\n\n\n<p>CrowdStrike\u2019s risks aren\u2019t technical\u2014they\u2019re systemic:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A significant breach or prolonged outage<\/li>\n\n\n\n<li>A failure to innovate beyond endpoint protection<\/li>\n\n\n\n<li>Overextension into non-core adjacencies<\/li>\n\n\n\n<li>Regulatory pressure limiting data sharing models<\/li>\n<\/ul>\n\n\n\n<p>But to date, the company has executed with strategic clarity, architectural rigor, and cultural coherence.<\/p>\n\n\n\n<p><strong>Final Reflection<\/strong><\/p>\n\n\n\n<p>In a hyperconnected world, cybersecurity becomes the cost of digital civilisation\u2014and CrowdStrike is building the digital armor at planetary scale.<\/p>\n\n\n\n<p>Its strength doesn\u2019t just lie in technology\u2014it lies in its community, its telemetry network, and its strategic foresight.<\/p>\n\n\n\n<p>If my children ever ask why I bet big on a cybersecurity company in the 2020s, I\u2019ll say:<\/p>\n\n\n\n<p>\u201cBecause I believed the internet was only going to get more complex, more dangerous, and more essential\u2014and CrowdStrike wasn\u2019t just defending it, they were rebuilding it with intelligence.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"<p>1. The Case for CrowdStrike Starts with the Network CrowdStrike is one of the most powerful network-effect companies in the cybersecurity space\u2014and one of the most structurally important technology firms for the decade ahead. At its core, CrowdStrike is not [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":5936,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[11],"tags":[],"class_list":["post-5930","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","clearfix"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What I Am Investing In and Why: CrowdStrike (NASDAQ: CRWD) - Murray Slatter<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/murrayslatter.me\/?p=5930\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What I Am Investing In and Why: CrowdStrike (NASDAQ: CRWD) - Murray Slatter\" \/>\n<meta property=\"og:description\" content=\"1. 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I tend to focus on high-margin, software-enabled, platform businesses with extreme operational leverage and network effects. Companies like Microsoft, CrowdStrike, or Axon. 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The other half is\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/06\/20250606-Executive-Skills.png?fit=936%2C620&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/06\/20250606-Executive-Skills.png?fit=936%2C620&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/06\/20250606-Executive-Skills.png?fit=936%2C620&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/06\/20250606-Executive-Skills.png?fit=936%2C620&ssl=1&resize=700%2C400 2x"},"classes":[]},{"id":5296,"url":"https:\/\/murrayslatter.me\/?p=5296","url_meta":{"origin":5930,"position":2},"title":"Why I Don\u2019t Invest Like Most Australians \u2014 And Why I Don\u2019t Think You Should Either","author":"Murray Slatter","date":"June 3, 2025","format":false,"excerpt":"Recently a friend asked \u201cWhy don\u2019t you invest more in Australia?\u201d \u2014 this post is aimed at explaining my answer to them. Most Australian investors concentrate their portfolios domestically. The majority of SMSFs, retail investors, and even some institutional funds hold a dominant allocation to the ASX, led by the\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/06\/20250603-ASX.png?fit=1068%2C609&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/06\/20250603-ASX.png?fit=1068%2C609&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/06\/20250603-ASX.png?fit=1068%2C609&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/06\/20250603-ASX.png?fit=1068%2C609&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/06\/20250603-ASX.png?fit=1068%2C609&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":5197,"url":"https:\/\/murrayslatter.me\/?p=5197","url_meta":{"origin":5930,"position":3},"title":"What I Am Investing In and Why","author":"Murray Slatter","date":"May 11, 2025","format":false,"excerpt":"A Letter to My Kids and My Tribe If you\u2019re reading this, you\u2019re either part of my family, my wider circle of trusted thinkers, or someone drawn to understanding how to build lasting, generational wealth with purpose. From my other work, you will note that I see investing less about\u2026","rel":"","context":"In &quot;Investing&quot;","block_context":{"text":"Investing","link":"https:\/\/murrayslatter.me\/?cat=11"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2024\/11\/Murray-SlatterJPEG.jpg?fit=200%2C200&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":5912,"url":"https:\/\/murrayslatter.me\/?p=5912","url_meta":{"origin":5930,"position":4},"title":"What I Am Investing In and Why: DroneShield","author":"Murray Slatter","date":"August 31, 2025","format":false,"excerpt":"Betting Early on the Rise of Anti-Drone Defense I invested in DroneShield within three months of its IPO. At the time, it wasn\u2019t a company on many people\u2019s radar. But I\u2019d been paying attention to the convergence of three macro forces: The explosion of consumer and commercial drone usage The\u2026","rel":"","context":"In &quot;Investing&quot;","block_context":{"text":"Investing","link":"https:\/\/murrayslatter.me\/?cat=11"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1807.jpeg?fit=554%2C554&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1807.jpeg?fit=554%2C554&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1807.jpeg?fit=554%2C554&ssl=1&resize=525%2C300 1.5x"},"classes":[]},{"id":5916,"url":"https:\/\/murrayslatter.me\/?p=5916","url_meta":{"origin":5930,"position":5},"title":"What I Am Investing In and Why: Toast (NYSE: TOST)","author":"Murray Slatter","date":"August 31, 2025","format":false,"excerpt":"A New Bet on Restaurant Tech\u2014With Eyes Wide Open Every so often, a company emerges that reminds me of one I\u2019ve seen before\u2014offering similar value, facing similar hurdles, and potentially riding a similar wave. Toast feels a lot like that. Back in 2017, I bought Square\u2014now Block (SQ)\u2014on the back\u2026","rel":"","context":"In &quot;Investing&quot;","block_context":{"text":"Investing","link":"https:\/\/murrayslatter.me\/?cat=11"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1804.jpeg?fit=640%2C480&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1804.jpeg?fit=640%2C480&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1804.jpeg?fit=640%2C480&ssl=1&resize=525%2C300 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/murrayslatter.me\/index.php?rest_route=\/wp\/v2\/posts\/5930","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/murrayslatter.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/murrayslatter.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/murrayslatter.me\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/murrayslatter.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5930"}],"version-history":[{"count":2,"href":"https:\/\/murrayslatter.me\/index.php?rest_route=\/wp\/v2\/posts\/5930\/revisions"}],"predecessor-version":[{"id":5937,"href":"https:\/\/murrayslatter.me\/index.php?rest_route=\/wp\/v2\/posts\/5930\/revisions\/5937"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/murrayslatter.me\/index.php?rest_route=\/wp\/v2\/media\/5936"}],"wp:attachment":[{"href":"https:\/\/murrayslatter.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5930"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/murrayslatter.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5930"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/murrayslatter.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5930"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}