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u/blackdragon1299

2 theses · first seen Oct 20, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$PANWr/ValueInvestingDiscussionbearish
u/blackdragon1299 · 26d ago1 prior · awaiting results
“I own PANW, but last bought during Feb/March SaaSpocalyse scare”

Who's chasing cybersecurity names at these valuations?

PANW is similarly overvalued at current levels. Despite being a quality compounder in cybersecurity, valuation multiples have reached unsustainable euphoria that likely requires consolidation.

original post →
$CRWDr/ValueInvestingDiscussionbearish
u/blackdragon1299 · 26d ago1 prior · awaiting results
“I own CRWD, but last bought during Feb/March SaaSpocalyse scare; trimmed position at $200”

Who's chasing cybersecurity names at these valuations?

CRWD is priced for perfection at 260B+ valuation on just 6B revenue. While the company is a legitimate AI compounder with decades of growth ahead, current valuations have reached euphoric levels that likely warrant a prolonged consolidation period.

At post $259.67Now $190.14-26.8% since postedas of Aug 24, 1:28 PM ET
original post →

End of results.