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  5. CRWD: Hi; looking to check in on these high multiple stocks. [CrowdStrike Holdings Inc.]
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Q: Hi; looking to check in on these high multiple stocks. Do you see them moving well, noting possible recession ahead and falling rates, other global things. Are they the best place to be.
Asked by Peter on October 08, 2024
5i Research Answer:

We would be comfortable holding all of these for a high growth investor. CRWD is recovering from its tech issue and has noted no customer migration. The other two are showing very good momentum and growth. A recession or market volatility is always possible, so timeframe is important here. But growth forecasts look good and they are well-managed companies. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in TTD, CRWD.

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