Cloudflare: Growth Will Disappoint Long Term (NYSE:NET)
Cloudflare, Inc. (NYSE: NET ) is a perennially overvalued stock trading at nearly 40x sales and growing 27%. Management has convinced investors that Cloudflare will become the next iconic tech company, avoiding facing the factMy name is Vasileios Prassas and I am passionate about finding asymmetric investment opportunities. I have been an investment analyst for the past ten years and I have worked for companies such as Morgan Stanley Investment Management among others. My favorite investment is when a great ...