Topic Archives: Cloudflare (NET)

Every year we call out a “turkey” stock teaser around Thanksgiving time and poke a bit of fun at some terrible investment ideas… … so it seems only fair to highlight a few winners as well, and this week, when we’re getting ready to close down for the holiday, seems a good time to spread […]

Pretty much everyone who’s trying to build a large-scale newsletter issues proclamations like “stock of the year” and “stock of the decade,” since such claims get attention… after all, attention is the currency of the online marketer. So we’ll take this with a wee grain of salt, but here’s the beginning of Andy Snyder’s latest […]

If my limited interactions with the outside world are any indication, I’d say we’ve gotten to the “cab driver” period that institutional investors often talk about: When your cab driver starts giving you stock tips, the top is probably near. That’s not a reliable predictor, of course, and I guess it would be Uber drivers […]

Today’s ad that we’re finally covering, after tons of requests, is for Gilder’s Moonshots, which is the latest publication launched in George Gilder’s return to newsletter world. Here’s the headline from the ad: “‘Don’t invest in 5G stocks or even buy yourself a 5G smartphone… until you’ve heard about this chance to triple your gains […]

Comments

  • The only cloud security/cybersecurity stocks I currently own are Cloudflare (NET) and Okta (OKTA), both of which I like ...

  • Haven't seen this ad recently, but we did cover a RiskHedge pitch about Edge Computing back in May that I determined was...

  • I am a Chairman's circle member for about 5 months. Each of the different programs have been very good to me. I have p...

  • Thanks for the feedback... yes, Fastly talks up security and the fact that the edge improves security (since you're not ...

  • Travis, One thing I didnt see mentioned that I believe hurts Fastly in comparison to the other CDN providers is their la...

  • Great work as always. As a lifetime software infrastructure analyst I always have a hard time with the valuations many o...

  • Cloudflare shows as a sell in your real port. spreadsheet (color coding)....yet in the other info its micro buying....ca...

  • or does anyone have any opinton about buying cloudflare?...

  • Sort of, though if you look more closely Fastly has $116 million in cash and short-term investments vs. $20 million in l...

  • FWIW Akamai (AKAM) is the technology leader in both CDN (Fastly) as well as in network Security (Cloudflare)....

  • I've been looking at Travis Real Money Portfolio more closely since end of March, than last couple of years, FSLY on m...

  • M. Fool when defining differences: NET offers more service, like domain hosting, website optimization, firewall, etc. ...

  • The Fools were still very bullish on FSLY a couple of weeks ago and they said they use Fastly in their business - to sp...

  • Another sound research . Based on this https://www.similartech.com/categories/content-delivery-network You are defin...

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