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Month: October 2020

Podcast: Tech Growth Stocks ZM ROKU FSLY BTC and more

I had a great time talking with Ryan Henderson and Brett Schafer on the Chit Chat Money podcast last week. They challenged me with questions on the bear case for Roku and Zoom Video. For instance, they asked if Roku will lose to the tech giants on over-the-top and if Zoom has reached peak usage. We also talked about sensitive topics such as what it’s like being a woman in finance — you’ll hear whether I think it’s more challenging to be a woman in finance or tech and why. We also revisited Fastly, which I’ve been hesitant to invest…

Momentum is on CrowdStrike’s Side: Will it Last?

This is an analysis by David Marlin, equity analyst for Beth.Technology. In this analysis, he explains why he is long CrowdStrike. A periodic transaction report filed on September 3rd revealed Nancy Pelosi and her husband Paul Pelosi purchased 5,000 shares of CrowdStrike for a total investment of roughly $650k.  It’s easy to speculate why the Speaker of The House would be purchasing shares of a cybersecurity company that has a history of working with the Democratic National Convention and FBI.  CrowdStrike was instrumental in alleging Russia interfered in the 2016 election, an allegation that led to a multi-year investigation.  The…