Investing in Cloudflare (NET:US): Identifying Opportunities in Software and FinTech

Описание: In this detailed presentation, Alan Au of AAC Capital discusses his investment thesis around Cloudflare, a 28 billion market cap company specializing in #cloud-based web performance and #security solutions. Au outlines the company's financial performance, the competitive advantages in the #largecap #software space, the unique economics of the industry, and the potential risks involved. The insights provided are based on a deep understanding of software business models, Cloudflare's history, products, financials, and the potential influence of #ai technologies.

00:06 Introduction and Background
00:19 Investment Thesis on Cloudflare
01:43 Investing Philosophy in the Software Space
04:28 Cloudflare's History and Products
10:09 Financial Performance of Cloudflare
12:48 Competitive Advantages of Cloudflare
21:23 Cloudflare's Unit Economics and ROIC
23:44 Risks and Mitigations
25:36 Cloudflare and AI Advancements
29:30 Valuation and Conclusion
30:40 Q&A Session

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