The need for strong defence

CrowdStrike just printed fresh highs this year, up about 40% in 2025. It last reached an all-time closing peak around $514 in July. The shares have since cooled down to around $503.

The company was founded in 2011 by George Kurtz and Dmitri Alperovitch. CrowdStrike built Falcon, a cloud-native security platform that uses AI to spot and stop breaches across millions of endpoints, exactly where ransomware crews earn their keep.

In independent tests, Falcon scored a 100% ransomware protection and endpoint detection and response (EDR) rating, which is why boards call them when the alarms start flashing.

Yes, there was the infamous blue-screen blow-up in 2024. They dealt with it incredibly well which almost enhanced their reputation.

CrowdStrike feels like Visa for cyber protection - a scaled network with subscription economics, growing as digital commerce (and attackers alike) expand. In a world where hackers hunt for easy ransom, we want to own the firm that hardens the doors - and gets paid every year to keep them shut.