Cloudflare….Investor Day: Making the future clear….Why the valuation ‘is’….on being a Cloud….and…Some, Not None.

Bottom Line Top: It is no secret that I own a position in Cloudflare. I have for a long time….since just after the IPO. I am often accused of being a…..Cloudflare bore! Whatever…I prefer to categorise it as being…Consistent! So…..at it’s core that indicates that I thought I understood the company and had a fix...

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