Cloudflare, Inc. Class A common stock, par value $0.001 per shar

After Q2 results from both DDOG and NET, decided to shift a little more allocation from DDOG to NET.  NET is down more YTD and likely has higher upside over the next 6-12 months.  Was very happy with their Q2 report.  Strong factors - durability of revenue growth, large customer additions, commitment to FCF generation, target for DBNER > 130%.  Plus, a lot of optionality in product offerings and long term TAM.

makes sense, i am in the same boat, except both $DDOG and $NET started as smaller positions and $NET is kicking ass, will let them ride till 4-5 bagger and then re-evaluate

Modern Growth Investing

Love to see investors putting their money where their mouth is!

Undefined

Your analysis and research are fantastic
. Thank you!

Cirrus_007

I'd say grab as much of both of those as you can!! 

Samuel

$DDOG and $NET are two of my top 5 long term stocks that I am wanting to accumulate for the future. 

Preston | Investor Insight

$NET has always traded at a premium which has kept me away so far. While a premium valuation doesn't usually keep me out of stocks, I was badly burned on $FSLY which somewhat amplifies the aversion for me. I guess I need to take the plunge and start a position.

Joshua Simka

Can see that $NFLX is now your largest position. Great to see this conviction :)  Are there any other players in the streaming space that you are watching closely ?

Joey Hirendernath

Eric Messenger

My $NET trades

Raju Alom

Bought 9% more NET

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