Cloudflare is a company you’ve probably never heard about but indirectly use every day. It’s also the most recent addition to my portfolio. In this video we do a deep dive on Cloudflare’s stock, talk about the things I liked and didn’t like, and why I thought it was interesting enough to add to my portfolio.
00:00 Understanding Cloudflare’s business
04:44 Cloudflare’s growth story
07:58 Competition & Risks
11:46 Operations & Valuation
18:19 Overall thoughts
📊 Get 15% off any Finchat plan: https://buildinvestlive.com/finchat
⍺ Get $25 off of Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha
