Tag: cloudflare

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Cloudflare Aiming for the King

You come at the king, you best not miss.

Omar Little, The Wire

So in war, the way is to avoid what is strong, and strike at what is weak.

Sun Tzu, The Art of War

Almost two years ago, Capital Flywheels added Cloudflare to the Paper Portfolio shortly after Cloudflare’s IPO. For a while, the market overlooked Cloudflare and largely assumed Cloudflare to be fairly undifferentiated vs other CDN companies like Fastly and Akamai.… Read the rest “Cloudflare Aiming for the King”

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Tidbits #32 – The World Continues to Spin

Hi, friends. 👋🏻👋🏻

Hope you’re all enjoying the long weekend. If you have a significant other, hopefully you were able to do / enjoy something nice together for Valentine’s Day. For all my Asian readers, happy lunar new year! And for all my American readers, happy President’s Day!

As always, thanks for sharing a little bit of your time to hear what I have to say.… Read the rest “Tidbits #32 – The World Continues to Spin”

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Cloudflare (+Fastly), Computing, and the Future of the Internet

Capital Flywheels added Cloudflare to the Paper Portfolio as part of the December 2019 update.

Over the past year, Cloudflare has done quite well (~+315%) and ranks as one of the top performers in the Paper Portfolio:

A year ago, Capital Flywheels highlighted how Cloudflare was already playing an important role in keeping the internet up and running but has the potential to become even more important – one of the most important internet companies in the coming years – if it successfully leverages its position to build out the developer platform of tomorrow and the future.… Read the rest “Cloudflare (+Fastly), Computing, and the Future of the Internet”

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Paper Portfolio – December Update

During November, the paper portfolio outperformed the S&P500 by 0.92%. This number, however, masks the underlying strength of the portfolio since ~40% of the value is still allocated to cash. The stock-only portion of the portfolio outperformed the S&P500 by 3.89% with significant strength across almost all holdings except for Uber, Match, and Activision Blizzard.

Despite significant strength across most of the stocks in the portfolio, all of them continue to look undervalued over a longer time horizon.… Read the rest “Paper Portfolio – December Update”