Cloudflare (NET) reports impressive revenue growth, and it appears to be receiving help from large organizations and institutional investors. The company does not report positive FCF, which most value investors will not appreciate. With that, growth investors will appreciate this name. They will not worry about the company's losses if revenue growth continues at the same level. The only risks that we see on this name are the dual-class structure and the enormous stakes owned by the founders.
Source: Prospectus
Source: Prospectus
Business
Founded in 2009, Cloudflare offers a cloud platform providing different