I've not fully dug into understanding their product. Only familiar with it at a high level. That said, I think it's the most bizarre stock performance I have seen this year. I consider it not a good risk/reward at these levels. It's pricing in several years of perfect execution. Will touch on it briefly in my June Portfolio update.
Thanks thats very interesting, I am fully bought into your strategy and business solving problems with digital solutions is key to future growth investing. Many talking like FSLY will be huge in the future although given recent growth i could've missed the boat .
I have my own screener in a spreadsheet that generates ideas. Twitter and Seekingalpha is another source of ideas and opinions. Then I read the K's and Q's, investor presentations.
what do you think of Fastly as a long term investment?
I've not fully dug into understanding their product. Only familiar with it at a high level. That said, I think it's the most bizarre stock performance I have seen this year. I consider it not a good risk/reward at these levels. It's pricing in several years of perfect execution. Will touch on it briefly in my June Portfolio update.
Thanks thats very interesting, I am fully bought into your strategy and business solving problems with digital solutions is key to future growth investing. Many talking like FSLY will be huge in the future although given recent growth i could've missed the boat .
I don't see Okta in your list which is another tech titan I track
It's on my Watchlist
Thanks for sharing this with us @Christian. Do you mind sharing which tools you use for research & also for above list/graphs
I track everything in Portfolio Performance - https://www.portfolio-performance.info/en/ .
I have my own screener in a spreadsheet that generates ideas. Twitter and Seekingalpha is another source of ideas and opinions. Then I read the K's and Q's, investor presentations.
I use Koyfin a lot too for charts.