Topic Archives: Fastly (FSLY)

First time poster here. The last 2 days saw Fastly drop a ton, but other than the sector being down, there doesn’t seem to be a good reason for the large drop. What would be a good entry point?

Bad news… Dream Finders Homes (DFH) did not partner up with Boston Omaha’s Yellowstone Acquisition SPAC (YSAC) to go public, as I had harbored some small hope they might… but good news, too, because DFH did go public this week, which came as a surprise to me on Thursday, since I hadn’t noticed the original […]

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 […]

The Motley Fool put together a new push for Tom Gardner’s “no. 1 technology investment” late last week, including yet another “presentation” with Tom Gardner, Eric Bleeker and Tim Beyers, so we’ve gotten quite a few questions… and I also got a few other questions this week about a David Gardner teaser pitch, so we’re […]

Today I’m starting my Annual Review, during which I take a (hopefully fresh-eyed) look at every stock in my Real Money Portfolio and update my opinion for you (and, frankly, for me, since it’s a good exercise). Some of these stocks pop up in my writing practically every week, but for others where there might […]

Comments

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    I'm not understanding the current price of FSLY in your spreadsheet....

  • Travis Johnson, Stock Gumshoe

    The most immediate reason was their earnings report — which was excellent, but included a forecast that was less optim...

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    Games going on GME - and the short / Reddit battle. Any thoughts on this battle/'war zone. The reason I ask as it lo...

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    Stocks in Vankatsan's spreadsheet are all current. PM does sell and re-purchase same stock, for example, TSLA and FSLY w...

  • Travis Johnson, Stock Gumshoe

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

  • Travis Johnson, Stock Gumshoe

    Thanks... and welcome back! A) I don't like the idea of being "all in" on a stock -- the world is not so binary as th...

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    Buy back FSLY, sell NVCR for Paul's TM, and sell WMG for IPO, this morning....

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    Thanks Travis and happy Friday. I too added a little CCI yesterday and sold FSLY for a tiny loss. I was too greedy this ...

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    Another good interesting write up Travis, thanks one more time. I used to pay for Cabot way back when, but lost touc...

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

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    Actually, being down about 25% makes FSLY a more reasonable buy in terms of valuation. And it sounds like the drop is h...

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    True Momentum, sell FSLY today...

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    True Momentum recent buys, LSPD, FSLY, UPWK, QDEL...

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    A 12% drop in revenue hardly deserves 30% drop in stock price. Or maybe price just gone up too fast this month for FSLY....

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    Dear Travis, As I predicated, if FSLY gets 12% revenue from TIK TOK, any things happens to Tik Tok, FSLY will be affec...

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    There is no question the cloud companies are the hot ticket right now. My concern is they are in a VERY competitive m...

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    I'm betting they have plugged into Ophir Gottlieb's research service, CMLviz.com . Personally think any trader or inves...

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    Last two in TM were FSLY and LMNX. FSLY he bought at $84, LMNX at $36. I like both of these a lot and they are less risk...

  • Travis Johnson, Stock Gumshoe

    The stocks that I own in “security” are not really just cyber security stocks — I’ve always had trouble trying t...

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    Distributed Cloud Processing - Edge@Computing —> FSLY ?...

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    Aloha I also bought those, and do feel a little slighted. I have been happy with rising stars 2020, and will be renewi...

  • Travis Johnson, Stock Gumshoe

    Could be, that was certainly a nice selling point in retrospect. TikTok was 12% of FSLY revenues, so was a big chunk of...

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    Travis, What will happen to FSLY ? Look at this way for sure TIK TOK will be out US market, if FSLY still works with T...

  • Travis Johnson, Stock Gumshoe

    I'm watching $65 as a warning sign if it keeps falling, but did nibble a bit more around $80. Really trading (only some...

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    Travis, I sol d all FSLY with a lot of capital gain. I use the money to load up MSFT. IF, it is a big if, MSFT buys o...

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    Hi Travis, a very interesting article FSLY was overpriced when I discovered it and bought LLNW. My exposure is 6.4% an...

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    I thought the stocks in the first tier were not going to be multibaggers any time soon as well. I only considered buying...

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    I got nervous and sold Fastly #FSLY at $82.50 near the end of today's trading. Now is probably a good time for everyon...

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    Ditto on a great newsletter. It is a great service to us investors. I have not yet but will very soon be a paid subscrib...

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    Travis, I love this site and greatly appreciate your advice. I have bought both GAN and FSLY based on you site and hav...

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    Hi Travis; Thank you for Fastly #FSLY another rocket that you bought in the Real Money Portfolio. I hope I am not puttin...

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    Yes Fsly. You are so lucky Travis. I keep bidding it low and no luck so far! I think I’m going to have to bite small ...

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    I went with you on FSLY, Travis. First in Feb. and then lost confidence and sold early for a small profit. But I was a...

  • Travis Johnson, Stock Gumshoe

    Of FSLY? Added pretty steadily from February through May, but haven’t added since May 21....

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    Travis Johnson: Off topic, but I wanted to congratulate you on your FSLY investment. I am very happy for you. You deserv...

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    Travis: Off topic, but I wanted to congratulate you on your FSLY investment. I'm very happy for you . You deserve it....

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    YASSSSS!!!! Thanks for the share mate!! Most of the picks I expected....and guess the FAANGs will be out in force! Surpr...

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    Hi Travis; minor typo in the write-up 'but AKAM, LLNW, FSLY and CDN would make up most of the list for the “pure pla...

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    Hi Travis, I was looking at only cash and cash equivalent line of the balance sheet but you are correct...

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    Fsly has twice the debt of their cash where as Net has no debt...

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

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    APPN is a software . FSLY and NET these two are CDNs which are network of servers housed in data centers . APPN is highl...

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

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

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    A while back Motley Fool came out with a list of 5 stocks to buy now. FSLY was one of those in the high teens. It sudde...

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    Wow Travis, you must be pinching yourself everyday. Now it's #IIVI up 20% in after hours trading. Last week it was #FS...

  • Travis Johnson, Stock Gumshoe

    Trade Note: This is a fairly minor shifting of the deck chairs on the good ship Gumshoe, but it does involve a meanin...

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    Great job as usual. Stock Gumshoe is the biggest bargain in financial commentary. Like you I’m intrigued by Fastly (...

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    F is Fastly (FSLY)...

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    (FSLY) - operates an edge cloud platform for processing, serving, and securing its customer's applications. The edge clo...

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