Post 100; April 16, 2020 – Digital Porcupine

Zoom Video enlists security heavyweights
https://seekingalpha.com/news/3561445-zoom-video-enlists-security-heavyweights

This is potentially GREAT news for the second largest holding, CRWD to be hired by Zoom for the security woes. The stock is up 2.64% today on this news, but the real news was their last earnings call!! I covered CRWD earnings on the 3/24 post, but to paraphrase, “Revenue up 90% quarter over quarter. Subscription revenue (the best and recurring revenue source) up 100%. Crushed expectations…double number of customers, etc. etc. EXTREMELY positive call and one of the best I’ve seen in performance at this level. Now Zoom (the darling stock and technology of the Covid-19 pandemic) is using them, too.

It doesn’t get much better! Cheers!

Workout for the day: The dreaded “Log carry” up the hill! Hey, this thing weighs about 70 lbs!

User comment: Good lord… you’re turning him into a beast! Watch out Olympic Decathloners!

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