CrowdStrike rebound

CrowdStrike has staged an impressive rebound, recently hitting new all-time highs, just under a year after being at the centre of one of the most disruptive IT outages in recent memory.

On July 19, 2024, a faulty software update from CrowdStrike caused a global "blackout," crippling millions of Microsoft Windows systems. The infamous blue screen of death reigned supreme that day, disrupting everything from airports and hospitals to banks and government systems. It was a reputational stress test few companies could survive, yet CrowdStrike did.

Instead of folding, CrowdStrike responded decisively: identifying the root cause, releasing a fix quickly, and taking accountability. Clients stayed onboard, and new business kept coming. Why? Because even after a high-profile stumble, the market knows CrowdStrike still offers some of the most advanced endpoint protection in the game.

As investors, it's a reminder that the best returns often come from staying calm through chaos. Had you sold in panic during the July outage, you'd have locked in losses. Those who stayed patient are now being rewarded. The market can be messy, but quality endures.

We invest in businesses, not news cycles. CrowdStrike's bounce-back is a textbook example of why long-term thinking wins.