Cloudflare (NET)

What are your thoughts on Cloudflare?

At the moment they are at a ~$25 billion market cap which leaves significant growth potential given their key interaction across the web infrastructure.

Thesis - Integrated global cloud platform that provides services for security, performance, and reliability.

Two recent articles point to the upside:

The risk factor is that they are already up ~350% this year - quite a jump…

Interesting… What makes them stronger than the other CDN operators out there (i.e. google, AWS, etc)?

Advantage is they are very much a services company, as opposed to a hardware and infrastructure company.

Means they can always continue to improve speed, reliability, and security functions they provide in their architecture.