$Impinj (PI.US)$Can be considered around 100-110 perhaps a couple of quarters later. The gross margin is about 52% for this company. The model is P/S ~ 7-8, with a growth in the midteen to 20%, adjusted EBTADA margin 20%. Also, the revenue appears to be very volatile quarter over quarter, and year over year.
Owning stocks isn't enough -- you must understand what these companies do. If you can't summarize their business in one sentence, you might not truly know them. Here are the one-liners for each stock in my portfolio 🧐 1.$CrowdStrike (CRWD.US)$| Crowdstrike • Their Falcon platform uses artificial AI and cloud technology to detect and respond to cyber threats by offering endpoint security, threat intelligence, and cyberattack response services. 2.$Snowflake (SNOW.US)$| Snowflake • A cloud-...
Impinj Stock Forum
Wow unexpected sharp recovery
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🛡️ Cybersecurity (20%) | $CrowdStrike (CRWD.US)$ , $Zscaler (ZS.US)$ , $Cloudflare (NET.US)$
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☁️ Cloud (12%) | $Atlassian (TEAM.US)$ , ...
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Here are the one-liners for each stock in my portfolio 🧐
1. $CrowdStrike (CRWD.US)$ | Crowdstrike
• Their Falcon platform uses artificial AI and cloud technology to detect and respond to cyber threats by offering endpoint security, threat intelligence, and cyberattack response services.
2. $Snowflake (SNOW.US)$ | Snowflake
• A cloud-...
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