Surprise! A conversation with CrowdStrike CEO George Kurtz

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 29 December 2023

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by CrowdStrike CEO George Kurtz! They discuss the cybersecurity landscape, how AI is being used by both good and bad actors, how CrowdStrike's stock has performed vs the rest of the market, and much more! Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Ladies and gentlemen welcome to the compound and friends you knew we had to drop one more on you before the year ended
0:06.1	You knew we had one in the chamber here it is firing it right at you right before new year's Eve. We talked to George Kurt's founder and CEO of Crowd Strike.
0:18.1	Crowd Strike is one of the best performing stocks of the year. George is a pioneer in cybersecurity. We got to ask
0:26.0	him all sorts of questions about the platform and generative AI and Julia Roberts and
0:32.2	we just had a really great conversation. I am going to send you to that
0:37.5	conversation right now. Welcome to the compound and friends. All opinions expressed by Josh Brown, Michael Batnick
0:50.7	and their castmates are solely their own opinions and do not reflect the opinion of Red Holt's wealth management.
0:55.6	This podcast is for informational purposes only and should not be relied upon for any investment decisions.
1:01.0	Clients of Red Holt's wealth Management may maintain positions in the securities discussed
1:05.1	in this podcast.
1:06.1	Okay, we're live with George Kurtz.
1:10.8	George is the president, CEO, and co-founder of Crowd Strike a leading provider of
1:15.7	next generation endpoint protection threat intelligence and services George you
1:20.6	have 30 years in the cyber security space correct?
1:23.6	Yeah, I think a little bit more at this point, but yeah 30 plus.
1:27.8	Things have changed quite a bit in that period of time, right?
1:31.0	They have they have I was I was dealing with cyber security when it was
1:34.9	before firewalls were even commercialized so okay hey you guys have had an
1:40.6	incredible year and I want to set the stage a little bit. You are
1:44.3	considered an infrastructure software stock and you are the sixth largest infrastructure
1:50.1	software firm in the world. Current market cap is about 62 billion dollars. There
1:55.2	are not a lot of companies ahead of you. You're also the third best performing
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Josh Brown, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Josh Brown and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.