Rob’s Fundamental Stock Analysis

Rob’s Fundamental Stock Analysis

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Rob’s Fundamental Stock Analysis
Rob’s Fundamental Stock Analysis
The Put Call Ratio (Now)+ Tech Updates

The Put Call Ratio (Now)+ Tech Updates

ISE Index (inverse)

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Rob's Educated Guesses
Nov 29, 2023
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Rob’s Fundamental Stock Analysis
Rob’s Fundamental Stock Analysis
The Put Call Ratio (Now)+ Tech Updates
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Today’s market news and what’s going on in Tech:

  1. CRWD had a solid quarter and outlook, no argument here, with net new ARR inline for this quarter and next while billings only up 9% seemed low (management is saying to ignore and focus on net new ARR). This reminds us of PANW and ZS reports where the stocks are expensive, sold off and then since made new h…

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