Cloudflare 2020 Recap & Thesis

Updated: Apr 21

A deeper dive into Cloudflare and a 2020 recap. This is my top holding, so it only makes sense I do a deeper dive than my brief summaries for my paying members.

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Cloudflare Fourth Quarter 2020

My single largest holding as a percent of my portfolio, I thought the quarterly results were great (a lot was priced in), but the guidance was "fine". Look, the stock is up 20% YTD and roughly was up