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

[@davidherald9895]

Appreciate the thorough analysis. Thank you

[@premkumar-gh1uc]

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]

It has never been cheap

[@elaine303]

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!

[@ludovicomassa4506]

Basedn on Bloomberg news, Directors of NET are selling many personal stocks, What does it mean????

[@alexisvalenciano2777]

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

[@RonnieMacCall]

I believe that NonGAAP EPS in Q1 2023 was 0,08 USD not -0.11 USD as you say in your video.

[@Alberto-nz6er]

one of the most overvlued stocks outthere. 15B would be a reasonable valuation.

[@brianbrown275]

Wish you would cover confluent

[@alexandrevoulot7701]

thanks for all

[@MeBee-fl2ow]

there is no FCF after SBC

[@mr9977]

Fantastic, thank you Brian

[@thelifeofpablo6626]

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]

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

[@paulaquino2759]

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.

[@Walker956]

I dont think writing for motley fool is something to be bragging about.

[@plutoneptune4239]

Without David Gardener recs Motley Fool is meh

[@sarahj337]

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

[@markriley5931]

🙏 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.

[@rddyck]

Valuation is tricky. According to Simply Wall Street, it is undervalued by 38%.

[@BellTunnel]

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]

Glad to hear it!

[@mmlg24]

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]

You don't know what are you talking and why you invested in Cloudflare.