Cloudflare: This High-Growth Investment Carries One Big Risk
NETCloudflare(NET) Seeking Alpha·2024-12-14 12:55

Cloudflare (NYSE: NET ) is a well-managed, modern, well-positioned, and dominant cloud and network security company. I'm bullish not only on the business but the sector in general. While my valuation analysis shows a substantial margin of safety and a 20%+ five-yearOliver Rodzianko is an investment analyst specializing in the technology sector, grounded in timeless value principles. His expertise spans AI, semiconductors, software, and renewable energy, with a focus on companies that demonstrate resilient m ...