我们有 CrowdStrike。那是我拥有的。这是两个极好的长期投资。两者都以不同的方式击败了市场。我认为 CrowdStrike 是一家非凡的企业。
We've got Crowdstrike. That's the one that I've owned. These are two fabulous long-term investments. Both of them have smashed the market going at it in different ways. I think that crowd strike is a phenomenal business.
有一些沉重的期望。我是 Crowd Strike 的股东，不是 Palo Alto Networks 的股东。
the there are some hefty expectations. I am a shareholder of Crowd Strike. I am not a shareholder of Palo Alto Networks.
我把它们放在中等类别。如果你了解 SAS，它们并不完全是 SAS，但如果你了解 SAS，你可能会明白这一点。Crowd Strike 的商业模式非常直接，至少历史上是这样。
I put them in the medium category. Th this this is if you understand SAS, they're not purely SAS, but I mean if you understand SAS, you probably get this. the business model is very straightforward with um with with crowd strike or at least it has been um historically.