u/Playful-Storage-5197

2 theses · first seen Oct 20, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	0	0	0	—	—	—
3d	2	2	0	0%	+1.5%	+1.5%
1w	2	2	1	50%	-0.9%	-0.9%
1m	2	2	0	0%	+8.6%	+8.6%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$PANWr/ValueInvestingStock Analysisbearish

u/Playful-Storage-5197 · 41d ago1 prior · awaiting results

Why are people still buying crowdstrike and Palo Alto

Palo Alto is grouped with CrowdStrike as an overvalued cybersecurity stock that does not justify its elevated valuation metrics despite competitive advantages. The author questions whether current market leaders can maintain dominance as the cybersecurity landscape evolves.

At post $373.94Now $380.55+1.8% since postedas of Oct 23, 4:45 PM ET

1d—

3d+0.5%

1w-2.8%

1m+6.2%

3m—

6m—

1y—

original post →

$CRWDr/ValueInvestingStock Analysisbearish

u/Playful-Storage-5197 · 41d ago1 prior · awaiting results

Why are people still buying crowdstrike and Palo Alto

CrowdStrike trades at 34x FY27 sales with no GAAP profitability while delivering only 25% growth, pricing in perfection that cannot be justified. The combination of stretched valuations, minimal earnings, and intense competitive pressure makes the stock unattractive despite strong market position.

At post $235.38Now $257.57+9.4% since postedas of Oct 23, 4:45 PM ET

1d—

3d+2.5%

1w+1.0%

1m+11.0%

3m—

6m—

1y—

original post →

End of results.