Latest news with #BullsOnParade
Yahoo
26-07-2025
- Business
- Yahoo
CDW Corporation (CDW): A Bull Case Theory
We came across a bullish thesis on CDW Corporation on Stock Analysis Compilation's Substack. In this article, we will summarize the bulls' thesis on CDW. CDW Corporation's share was trading at $181.37 as of July 23rd. CDW's trailing and forward P/E were 22.47 and 18.94 respectively according to Yahoo Finance. An IT specialist meticulously customizing a software application aiding value-added resellers. CDW is a resilient value-added reseller (VAR) of IT solutions, positioned for steady, recurring growth by consolidating share in the fragmented VAR market, with a particular focus on small and medium-sized businesses (SMBs). While IT resellers have pulled back in line with the broader tech sector earlier in the year and concerns persist about cloud computing displacing VARs' higher-margin networking business, disintermediation risk is greater in the enterprise segment. SMBs often lack the resources to vet the wide array of IT products and services, making them heavily reliant on VARs for expertise, product selection, and implementation. Moreover, vendors generally show little interest in building out direct sales capabilities to serve SMBs, reinforcing CDW's critical intermediary role. The company's model is capital-light and generates robust free cash flow, providing resilience through IT's cyclical demand patterns. Over time, CDW has outpaced overall IT spending growth as VARs continue to gain share from direct sales, demonstrating its ability to thrive amid technological transitions that historically raised disintermediation fears—from the shift to digital software, to software-as-a-service, to today's cloud-driven landscape. Looking forward, CDW's position as a trusted partner to SMBs and its disciplined execution support a path of mid- to high-single-digit growth. With the VAR market still highly fragmented, the company's scale, service breadth, and operational efficiency provide a durable competitive advantage, enabling continued market share gains and consistent free cash flow generation, offering investors a compelling combination of stability, growth, and resilience against industry structural shifts. Previously, we covered a bullish thesis on Gartner, Inc. (IT) by Bulls On Parade in March 2025, which highlighted its dominance in tech research, resilient subscription revenues, and disciplined capital allocation. The company's stock price has depreciated about 16.7% since our coverage as near-term headwinds weighed on results. The thesis still stands given Gartner's entrenched model. Stock Analysis Compilation shares a similar view, emphasizing CDW's SMB-focused growth in the fragmented VAR market. CDW Corporation is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 44 hedge fund portfolios held CDW at the end of the first quarter which was 46 in the previous quarter. While we acknowledge the potential of CDW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
01-06-2025
- General
- Yahoo
San Diego official faces backlash after labeling ICE agents 'terrorists'
A California city councilmember was blasted on social media over the weekend after sharing a photo of ICE agents on Instagram with the word "Terrorists" written in red on top of the agents. In the photo, which San Diego City Councilmember Sean Elo-Rivera posted to Instagram with the Rage Against The Machine song "Bulls On Parade," immigration agents appear to be in a parking lot wearing helmets and vests and carrying guns. "Look at this photo. This isn't a war zone—it's a neighborhood in our city," Elo-Rivera wrote in the post. "In San Diego, they've targeted parents dropping off their kids at school, people following the law inside courthouses, and workers just doing their jobs at local restaurants. "These are federal agents carrying out raids on under the false pretense of 'safety,'" he added. "This isn't safety. It's state-sponsored terrorism. And anyone who cares about freedom—and true safety—should be fighting back." Dhs Says Massachusetts City Council Member 'Incited Chaos' As Ice Arrested 'Violent Criminal Alien' Prior to the post Friday night, Elo-Rivera, who represents the 9th City Council District, shared a series of Instagram stories criticizing ICE action in the city. Read On The Fox News App "They've targeted parents outside schools in my district," he wrote in one story. "They've targeted people following the law at courthouses. Tonight, they targeted hard working folks in South Park and tomorrow it could be anyone in any neighborhood in San Diego. The only way we put a stop to it is by not looking away and demanding that it end." In subsequent Instagram stories, he called ICE agents "jackbooted thugs," "cowards" and "criminals" and said the Department of Homeland Security's (DHS) action was "state-sponsored terrorism." California Home Of Suspect Accused Of Doxxing Ice Agents Raided And Searched After the public rant was shared by LA-based Fox News correspondent Bill Melugin on Saturday afternoon, Elo-Rivera jumped back on social media again to double down on his phrasing. "A Fox 'News' correspondent has called attention to my choice of words… I said what I meant and meant what I said," Elo-Rivera wrote. He then posted a screenshot from Cornell Law School's website, which notes there is no universal definition for terrorism, and checked off a bullet-pointed list of "common elements that characterize it" before calling Instagram users "fascists." Sanctuary City Lawyers Plot To Help Illegal Migrants Evade Ice In Exposed Group Email Stephen Miller, White House deputy chief of staff for policy and a homeland security advisor, took to X to respond to Elo-Rivera's posts, writing, "We are living in the age of leftwing domestic terrorism. They are openly encouraging violence against law enforcement to aid and abet the invasion of America." Elo-Rivera responded by calling Miller "one of the most dishonest and worst people in America," noting "nothing makes me more confident in my position than knowing he hates it." The Instagram posts came just hours after Patricia Hyde, the head of ICE Boston, told Fox News sanctuary jurisdictions are beginning to escalate against ICE. Reported incidents include a group of activists trying to free a suspected illegal immigrant who was handcuffed by ICE and a crowd blowing ICE's cover outside an alleged illegal immigrant murderer's home. "I think the lack of cooperation is getting worse and worse, and it's putting law enforcement lives in danger," Hyde said. "Elected officials comparing ICE law enforcement agents to terrorists is SICKENING," an ICE spokesperson told Fox News Digital. "Attacks and demonization of ICE and our partners is wrong. "ICE officers are now facing a 413% increase in assaults. ICE is working day and night to remove murders, pedophiles, and gang members from American communities." Cornell University, Cornell Law School and San Diego City Council President Joe LaCava did not immediately respond to Fox News Digital's requests for comment. Fox News Digital's Michael Dorgan contributed to this article source: San Diego official faces backlash after labeling ICE agents 'terrorists'
Yahoo
28-02-2025
- Business
- Yahoo
CrowdStrike Holdings, Inc. (CRWD): A Bull Case Theory
We came across a bullish thesis on CrowdStrike Holdings, Inc. (CRWD) on Substack by Bulls On Parade. In this article, we will summarize the bulls' thesis on CRWD. CrowdStrike Holdings, Inc. (CRWD)'s share was trading at $380.24 as of Feb 27th. CRWD's trailing and forward P/E were 745.57 and 87.72 respectively according to Yahoo Finance. Den Rise/ CrowdStrike faced a severe reputational setback on July 19, 2024, when a faulty update caused a widespread computing outage, resulting in major operational disruptions for customers. This event, dubbed the "Blue Screen of Death" incident, led to an immediate and sharp decline in CrowdStrike's stock, which fell from $343.05 to $263.91 within days, eventually hitting an intraday low of $200.81 on August 5. However, the company's long-term fundamentals remained intact, and its stock has since fully recovered, now trading around $400. The incident presented a rare buying opportunity, as the market reaction created a temporary dislocation in an otherwise strong business with a dominant position in cybersecurity. The core thesis for investing in CrowdStrike remains unchanged, driven by a significant secular trend in cybersecurity: enterprises consolidating multiple security tools into single platforms to enhance efficiency and reduce costs. As businesses seek comprehensive, cost-effective solutions, CrowdStrike's Falcon platform continues to be a leader in endpoint security, offering a cloud-native solution that provides a competitive moat. This trend has been further reinforced by macroeconomic pressures pushing companies to streamline their operations, making Falcon an increasingly attractive option. Despite the long-term tailwinds, the Blue Screen of Death incident has introduced near-term headwinds that will likely impact the company's financials over the next several quarters. In response to customer dissatisfaction, CrowdStrike has implemented "customer commitment packages," including discounts and incentives to secure longer-term contracts. While this move is strategically beneficial for customer retention and increasing platform adoption, it will temporarily weigh on revenue growth, with net new Annual Recurring Revenue (ARR) and subscription revenue expected to take a $60 million hit in the back half of FY 2025. Additionally, these packages extend subscription terms, delaying the company's ability to upsell and potentially increasing customer churn risk. Beyond revenue impacts, the incident is expected to negatively affect CrowdStrike's free cash flow (FCF). The company is offering more flexible payment terms to customers, which may increase accounts receivable and reduce immediate cash inflows. Furthermore, legal fees, investigations, and additional customer support expenses will push up General and Administrative (G&A) costs, pressuring operating margins. Management has already refrained from providing full-year FCF margin expectations, suggesting a cautious outlook on cash flow generation in the near term. Despite these challenges, CrowdStrike's long-term financial strength remains evident. In Q2 FY 2025, its subscription revenue grew 33% year-over-year, with total ARR reaching $3.86 billion, up 32% annually. However, net new ARR growth decelerated to 11% from 22% in Q1, partially due to disruptions from the July incident. Management noted that prior to the outage, net new ARR was on track for a stronger quarter, with over $60 million in deals remaining open, expected to close in future quarters. The company's non-GAAP operating income rose 46% year-over-year, demonstrating operating leverage. Moreover, CrowdStrike maintains a strong balance sheet, with $4.04 billion in cash and only $743.2 million in long-term debt, providing flexibility to navigate near-term challenges. Looking ahead, CrowdStrike expects lingering headwinds for about a year, but management remains committed to achieving $10 billion in ARR by FY 2031. The stock's valuation will likely be influenced by the pace of net new ARR recovery, as well as improvements in FCF generation. Investors should closely monitor these metrics in upcoming quarters, as any further deceleration could pressure the stock, while a surprise acceleration could trigger a rally. While short-term risks remain, the company's strong positioning in cybersecurity consolidation and its robust financial profile reinforce the potential to hold the stock as a long-term investment. CrowdStrike Holdings, Inc. (CRWD) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 77 hedge fund portfolios held CRWD at the end of the third quarter which was 74 in the previous quarter. While we acknowledge the risk and potential of CRWD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than CRWD but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Sign in to access your portfolio
