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Cloudflare Stock Is In FREE FALL | Is It Finally Time to Sell? | $NET Q1 Earnings Analysis 

Long Term Mindset
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16 авг 2024

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Комментарии : 30   
@davidherald9895
@davidherald9895 3 месяца назад
Appreciate the thorough analysis. Thank you
@Sarah-ui3vd
@Sarah-ui3vd 3 месяца назад
Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?
@MileyHumphrey-ql4jp
@MileyHumphrey-ql4jp 3 месяца назад
Just ''buy the dip'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder
@Anthony-bh6dd
@Anthony-bh6dd 3 месяца назад
nice! once you hit a big milestone, the next comes easier.. who is your advisor please, if you don't mind me asking?
@Anthony-bh6dd
@Anthony-bh6dd 3 месяца назад
Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.
@premkumar-gh1uc
@premkumar-gh1uc 3 месяца назад
If it's very expensive now. Wasn't it expensive when you initially took position in this? That is what I am not able to understand.
@UziGameGP
@UziGameGP 3 месяца назад
It has never been cheap
@brianbrown275
@brianbrown275 3 месяца назад
Wish you would cover confluent
@ludovicomassa4506
@ludovicomassa4506 2 месяца назад
Basedn on Bloomberg news, Directors of NET are selling many personal stocks, What does it mean????
@elaine303
@elaine303 3 месяца назад
Thanks, Brian! I was curious about Cloudflare this morning since it had a 16% drop. Appreciate the info. 👍 Will be checking back to find out if you decide to sell or not. Have a great day!
@alexisvalenciano2777
@alexisvalenciano2777 3 месяца назад
Amazing Analisis, I was thinking on buying cloudflare since I've been a long customer I see the value of the company but stock price is too high still
@BellTunnel
@BellTunnel 3 месяца назад
I can’t express how much I love the fact that you describe the growth rate required, the number of years required to make valuation make sense. This is something many of us overlook in favor of the story, the potential.
@BrianFeroldiYT
@BrianFeroldiYT 3 месяца назад
Glad to hear it!
@markriley5931
@markriley5931 3 месяца назад
🙏 Brian. Very helpful and straightforward analysis. Very tempting to add to NET on pullbacks. The company is clearly performing well. I’m holding for now.
@user-cw8jq6kk7l
@user-cw8jq6kk7l 3 месяца назад
I believe that NonGAAP EPS in Q1 2023 was 0,08 USD not -0.11 USD as you say in your video.
@Alberto-nz6er
@Alberto-nz6er 3 месяца назад
one of the most overvlued stocks outthere. 15B would be a reasonable valuation.
@alexandrevoulot7701
@alexandrevoulot7701 3 месяца назад
thanks for all
@mr9977
@mr9977 3 месяца назад
Fantastic, thank you Brian
@rddyck
@rddyck 3 месяца назад
Valuation is tricky. According to Simply Wall Street, it is undervalued by 38%.
@mmlg24
@mmlg24 3 месяца назад
Thank You Brian for the analysis, I had to sell my position seeing that huge drop would have taken my average price negative. Great company, but very expensive. Looking for other opportunities.
@sarahj337
@sarahj337 3 месяца назад
You don't know what are you talking and why you invested in Cloudflare.
@MeBee-fl2ow
@MeBee-fl2ow 3 месяца назад
there is no FCF after SBC
@paulaquino2759
@paulaquino2759 3 месяца назад
The most common adverse response about Cloudflare is that it is too expensive. Then find something you prefer, and write about that company. Why waste your time with something which is disfavored to you ? Cloudflare stated they are responding to macro/political risks which may not occur. This is not the same as the Fastly selloff from Thursday morning.
@thelifeofpablo6626
@thelifeofpablo6626 3 месяца назад
Good company with valuable business model which doesn’t justify every price though. Still way too expensive given that stock based comp is so high. So the 25-30% top line growth for ten years must be even higher when accounting for that, which is insane. Never ever can the company pull that off. For such a price, you better give me a retention rate north of 150% such as snowflake.
@stoffelbrian
@stoffelbrian 3 месяца назад
The one area where I'd say they could pull it off: raising prices. They're eating market share and offering low prices and locking people in. If they raise prices, they could pull it off
@Walker956
@Walker956 3 месяца назад
I dont think writing for motley fool is something to be bragging about.
@plutoneptune4239
@plutoneptune4239 3 месяца назад
Without David Gardener recs Motley Fool is meh
@sarahj337
@sarahj337 3 месяца назад
haha yeah motley fool, you are just a fool if you are reading it. It's just a clickbait news without any real knowledge behind like this guy lol
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