Today's video focuses on recent news, potential growth opportunities, and current fundamentals of CrowdStrike Holdings (CRWD 1.91%), Autodesk (ADSK 0.84%), and Varonis Systems (VRNS 1.41%). Varonis and CrowdStrike are focused on the constantly evolving cybersecurity market and tackle the problem with different solutions, while Autodesk provides design software solutions. Here are some highlights from the video. 

  1. CrowdStrike reported strong earnings on March 9, causing the stock price to go up over 12% in one day. CrowdStrike added 1,638 new subscription customers this quarter, representing a 65% year-over-year (YoY) growth. During the video, I discuss why I believe its recently launched $100 million investment vehicle can provide a substantial change in the future. 
  2. For Autodesk's most recent fiscal year, roughly 45% of total revenue comes from the architecture, engineering, and construction market, which grew 19% YoY. Many investors might overlook the media and entertainment segment due to its small size, but this one segment can provide a future growth catalyst as it recently increased 39% YoY.
  3. All three companies are positive in cash flow from operations and have grown revenue by double digits in the past four quarters. At the same time, each stock is down over 30% off all-time highs.

Click the video below for my full thoughts and analysis. 

*Stock prices used were the market prices of March 10, 2022. The video was published on March 10, 2022.