No. of Recommendations: 10
What follows is a complete bastardization of The Kingston Trio's
The Merry Minuet:

The whole world is festering with unhappy souls
The French hate the Germans
The Germans hate the Poles

Italians hate the Yugoslavs
South Africans hate the Dutch
And the Markets don't like ESTC very much

Sold ESTC - Outside of any other consideration the market simply does not like ESTC. This is a proven fact. Could turn around at any moment but then again maybe not - this is conjecture. Sometimes you're hot - and sometimes you're not - this is also fact. The issue for ESTC seems to revolve around what they do exactly and what the TAM of what they do could be worth - which is more conjecture.

Added to CRWD - Exhibiting the 'Wounded Duck' syndrome due to what is supposed to be pressure from Lock-Up expiration. Guess so - but the numbers at the bottom line are superb - even if duck season might be open. This is the new darling in the security area and should do well after all the dumping is done - when that abates who knows?

Happy Holidays
All the Best,
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