Sold All ZS Shares @$49.85, bought 326 CRWD Shares @$57.04
austin.substack.com
ZS reported a weaker quarter and gave weaker guidance then I was hoping for. We’ve now seen multiple quarters of execution challenges from the company. Revenue grows 48% year-over-year to $93.6 million
Sold All ZS Shares @$49.85, bought 326 CRWD Shares @$57.04
Sold All ZS Shares @$49.85, bought 326 CRWD…
Sold All ZS Shares @$49.85, bought 326 CRWD Shares @$57.04
ZS reported a weaker quarter and gave weaker guidance then I was hoping for. We’ve now seen multiple quarters of execution challenges from the company. Revenue grows 48% year-over-year to $93.6 million