Behind The Idea

We've seen as big a rush of IPOs as there has been in some time. CrowdStrike appears to be one of the more impressive ones, though it's also fully valued. The company claims to have a better model for cybersecurity, involving more of an end-to-end service that is adapted to the cloud. We try to understand whether the company's moat is knowable for a non-tech expert, and how we might inform ourselves of that as general investors. Learn more about your ad choices. Visit megaphone.fm/adchoices