In addition to my Substack newsletter, I also run a Stocktwits room where I post my current holdings, buys & sells, investment models, technical analysis and market commentary for both my Investment Portfolio (long term, strong fundamentals, 20-30 holdings) and my Trading Portfolio (short term, strong technicals, 0-10 holdings). The two options are $15/month for the monthly plan [click here] or $150/year for the annual plan [click here].
You can now signup for my new Substack called Jonah’s Trading Charts which is focused exclusively on the technicals — every day (usually pre-market) I’ll send out an email with my favorite trading charts/setups. You’ll also have access to my trading portfolio with current positions/sizes, entry/exit prices, profits/losses and much more. I’m also doing live charting and live trading 3-4 times per week.
Company: Cloudflare
Ticker: (NET)
Website: www.Cloudflare.com
IPO date: September 12, 2019
IPO price: $15
Current stock price: $48.68
Outstanding shares: 326.2 million
52 week high: $221.64 on November 18, 2021
52 week low: $38.96 on June 16, 2022
Market cap: $15.8 billion
Enterprise value: $15.5 billion
Headquarters: San Francisco, California, United States
Number of employees: 2500+
Average price target from analysts: $100.25 or 115% higher than current prices
Investor Relations [click here]
Q1 2022 Earnings Report [click here]
Q1 2022 Earnings Call Transcript [click here]
Q1 2022 Earnings Presentation [click here]
Investor Day 2022 Presentation [click here]
Outline
Introduction
Company Background
Opportunity
Technology
Business Model
Customers
Competitive Advantages
Management
Culture
Financials
Key Metrics
Risks
Ownership
Valuation
Investment Model
Analysts
Technicals
Conclusion