/ For inst_老虎社区_美港股上老虎

2021-11-17

/ For instance, I am very much long with nearly 5% of AUM $ASAN from ~$22/share

But I am sober about the reality that it trades at nearly 90x sales fully diluted

Ditto for $SNOW (which I've been trimming; long from $230) $ZS $CRWD (long from $75 and $~50 respectively)$CrowdStrike Holdings, Inc.(CRWD)$ $CrowdStrike Holdings, Inc.(CRWD)

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