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Cloudflare, Inc. (NET): A Bull Case Theory

We came across a bullish thesis on Cloudflare, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on NET. Cloudflare, Inc.'s share was trading at $190.12 as of June 25th. NET’s forward P/E was 232.56 according to Yahoo Finance.

[caption id="attachment_1207407" align="aligncenter" width="768"] A network of interconnected data points representing cloud-based software solutions.[/caption]

Cloudflare is a leading global cloud services provider operating one of the world’s largest and most interconnected networks, with...