NET

Summary Both Fastly and Cloudflare released earnings earlier in August. Cloudflare’s release was another quarter of beat and raise-typical for this company. The Fastly release was yet another disappointment highlighting lingering effects from a network outage as well as customer delays. My view is that the different valuation paths of both companies have set up…

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March will probably rank as the worst month ever for equity investors, but the last week or so has seen a modest recovery. There appears to be some better news from the war against the Covid-19 virus. The Boston Globe is carrying a story today that new cases in Mass. will peak on about April…

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Summary Cloudflare is a company whose corporate mission is to make the internet a better place for its customers. It offers an edge computing service, a dev ops platform, a variety of security solutions and a work from home capability. The company reported a particularly strong quarter in February;it has yet to adjust expectations for…

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