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Dec 27, 2022Liked by Antonio Linares

Is CRWD putting in even more effort in securing access to third party data from other players within the cybersecurity space, currently?

Because as I see it, this is a far bigger lever to increase the database their agent works with than by just acquiring small customers one by one. Especially the likes of ZS and NET seem to worth going after.

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whats your return on $BB

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