Updated: Sep 25, 2020
My single largest holding, Cloudflare ($NET), is one of my highest conviction holdings over the course of the next 3-5 years. First, let's understand the business and what they do. This is critical to me when assessing a company, if I do not know what they do, how can I invest in them? Cloudflare is a cloud platform that provides numerous network services to businesses globally. The company as stated in their 10-k, says that their mission is "to help build a better internet". What can we take away from this? We can dive further into the services they provide, which range from providing Content Delivery Network (CDN), Distributed Denial of Service (DDoS), Infrastructure Protection, IoT, and much more. Matthew Prince, who is CEO and Co-Founder is brilliant. I admire management who is always asking for feedback.