Summary
Cloudflare’s stock price is up 270% over the last year and it introduced more than 550 new products and features in 2020.
Cloudflare’s mission statement "to help build a better internet” has been the guiding star for the company.
Cloudflare has built itself a huge total addressable market through disruptive innovation.
It has learned this from the best: Clayton Christensen, the father of innovation.
Cloudflare rolls out free products that it makes better through the feedback of its customers and then it starts charging.
The stock is priced at a premium price but compounding earnings beats and continuous innovation make it a buy for long-term investors. The numbers confirm the story.
Full Article below:
https://seekingalpha.com/article/4423951-why-cloudflare-is-b…