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NET - Review Of Q3 Earnings For AMR Portfolio (Part 1)
Cloudflare Inc - Class A
Some companies have released earnings for Q3 and I will provide my thoughts on performance in multiple succinct summary articles.
There is an interesting mix of underperformance and outperformance, but no changes to my overall theses.
While quarterly reports are important to look at and digest, do not throw in the towel after one bad quarter and/or no need to add shares at ultra-high prices after.