If I recall it correctly, Cloudflare was/is one of the few that are not trying to mine your data for sale. At least that's what I felt when their DNS surfaced. Hope the same goes for the rest of their services. In @ around 30$, out around 58$. Now I have some regrets T.T
Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
131–140 of 141 posts
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#132Earlier quoted context omitted.
Lets not forget Cloudflare practices deplatforming based on political bias.
You don’t have an inherent right to a private company’s services. That extends to a website whose main attraction is a forum that is discriminatory against people of certain races, religions, and sexual orientations, which are protected classes. Political affiliation is not a protected class.
Yes I understand that argument. I am part of a "protected class" in the US. I'm glad 8kun is gone. Not afraid to admit that I did browse certain 8kun boards for fun too. Anyway, you should at least be conflicted over the scenario where we need to pick the lesser of two evils. That is to say, the direction the web is headed is still very bad.
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#133Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#134Down 6% after hours, for reasons that I don't understand. Personally, I'm more-sure that Cloudflare will be around in 25 years than I am that Facebook will be around in 25 years. Their customers are real-valuable customers paying for a real-valuable service, and that's not going away anytime soon. Meanwhile, their serverless stuff is very cool and unique. I think their durable objects are going to go mainstream somed…
The stock is up 400% from a year ago. Is CloudFlare really 400% more valuable than a year ago?
No that's why you buy the stock a year ago. Because it was undervalued by the market.
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#135Earlier quoted context omitted.
I've been thinking about this for a while. Let's say that the USD is indeed 40% devalued and the market melted up significantly as a result of this -- does this not make "value" stocks a massive bargain? That is, if something was at a PE of 10 before the money printing, has maintained reasonable fundamentals, and remains at a PE of 10, isn't it stunningly undervalued if the same money printing is used to justify "gro…
It depends on how inflation affects the business. A lot of value companies don’t really have pricing power, and will likely have to eat some of the inflation. Edit: but yes. If we see inflation coming, it’s better to have a dollar now than a dollar in the future, so I guess that should favor value. Hm. Investing is tricky.
If we see inflation coming, it's complicated for value vs. growth. On one hand, value benefits because they are usually more debt-laden companies and the debt is debased more over the years, which is generally good for value.
On the other hand, if interest rates are the same (basically 0; dollar now is only better if you can immediately gain interest on it), then inflation isn't great for value because the growth companies have most of their dollars to be made in the future where it's inflation-adjusted.
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#136Down 6% after hours, for reasons that I don't understand. Personally, I'm more-sure that Cloudflare will be around in 25 years than I am that Facebook will be around in 25 years. Their customers are real-valuable customers paying for a real-valuable service, and that's not going away anytime soon. Meanwhile, their serverless stuff is very cool and unique. I think their durable objects are going to go mainstream somed…
What? There's more chance that Facebook will be much more part of your life in 25 years than Cloudflare. Internet technology comes and go, social networks are here to stay. More than that, VR is going to boom in the next 10 years.
> Internet technology comes and go, social networks are here to stay.
Like Google+, Friendster and Myspace?
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#137Earlier quoted context omitted.
The stock is up 400% from a year ago. Is CloudFlare really 400% more valuable than a year ago?
No that's why you buy the stock a year ago. Because it was undervalued by the market.
No argument there but my response was to the rhetoric that falling 6% after hours was nonsense.
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#138Earlier quoted context omitted.
What? There's more chance that Facebook will be much more part of your life in 25 years than Cloudflare. Internet technology comes and go, social networks are here to stay. More than that, VR is going to boom in the next 10 years.
> Internet technology comes and go, social networks are here to stay. Like Google+, Friendster and Myspace?
Google+ was never here to stay, it came after Facebook and never grew.
I'm not sure what Friendster is, I guess it was never popular internationally?
Myspace got eaten by other social networks, so I'm not sure what you're trying to disprove?
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#139Earlier quoted context omitted.
> Internet technology comes and go, social networks are here to stay. Like Google+, Friendster and Myspace?
Google+ was never here to stay, it came after Facebook and never grew. I'm not sure what Friendster is, I guess it was never popular internationally? Myspace got eaten by other social networks, so I'm not sure what you're trying to disprove?
Did any of them survive? Nope. Just because Facebook survived a decade doesn’t mean it will survive another.
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#140Earlier quoted context omitted.
Google+ was never here to stay, it came after Facebook and never grew. I'm not sure what Friendster is, I guess it was never popular internationally? Myspace got eaten by other social networks, so I'm not sure what you're trying to disprove?
Did any of them survive? Nope. Just because Facebook survived a decade doesn’t mean it will survive another.
Social networks != Facebook