Having crunched through Cloudflare's ( NET ) latest numbers, I come to a simple conclusion: This is one of the great companies in internet infrastructure, and it is also by far the most difficult to own Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeki ...