Monster.
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Iām amazed they are DOMINATING a space where Amazon and Apple have competing products.
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I thought they would fail but they are executing like NFLX. Wonder how many of them are ex-NFLXers.
Their cost structure is probably pretty low compared to AAPL and AMZN.
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I read more on FSLY. The overall growth rate is good. The issue is they rate of new customer acquisition has slowed. The product is usage based, and the growth is from existing customers having more usage. That can become a problem thatāll limit long-term growth.
They are very focused on the high-end market which not everyone needs. The good part is that keeps gross margin higher, but the question is how much does it limit their potential customer base?
They seem optimistic about gaming which would be a new industry. Itās not clear how fast they can add customers there.
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Canāt remember the name, I think @manch posted a video on an interview of a female hedge fund manager (not as hot as Cathie but better looking 
), she said she didnāt invest in FSLY because of limited TAM. However, this can change e.g. VEEV expanded to cosmetic (canāt remember exactly) from biotech.
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FSLY has not completed wave 4 (I think is a triangle) but the low 
was in long ago.
I realize many non-Elliotticians worry about corrective waves, they like only impulses. Corrective waves donāt mean the low is not in, just go up and down, not like impulse UP with some minor pull backs. IMHO, best is to short put while in corrective waves. Go back to stocks (or calls if youāre aggressive) when is in impulse.
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Iāve steered cleared of Roku(product) due to widespread data harvesting. Clearly large # of customers arenāt bothered about it. Iāve stuck to Apple TV(product).
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Yes, I agree on not completed wave 4, but FSLY is almost at bottom, it may further degrade for sometime and then when market goes up, FSLY is bound to go up. If I get break even, I will consider coming out of this stock once for all !
They hired a new CRO so even they think they need to change.
If I had money I would buy, but they would be more volatile than NET
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No faith?
ROKU is one of Cathieās biggest positions.
The issue is recovering their bottom line in few quarters, with market going down, chances of correction more (with wave 4 not complete). I may DCA if it dips further, but finally get rid of FSLY when break even happens.
Guess you are trading. I am holding it in a buy n hold account, so I just ride the last dip, may or may not happenā¦ it is touching the 200 day SMA. FLSY may not follow the last dip by QQQ.
For me, most of the stocks are swing trades, buy low sell high based on my algo triggers. Even though this is corrected so much, we may not know how it will behave when market dips 3-5%. FSLY is like that only, not hold forever ! I just need 15-25% return.
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This is one way to tell if a company has product-market fit, as they do not need to use sales and marketing budgets to drive growth.
Most Apple products have excellent product-market fit 
Apple forteā
I like Bethās concepts of market fit and investing in leaders of emerging big trends. Donāt like her idea of trying to get in and outā¦ trading always reduce long term returnā¦ short term return might be higher but always lose out eventuallyā¦ hare vs tortoiseā¦ horse vs donkey. After spending so much effort and time, you trade? In her own admission, sometimes forget to get back inā¦ EXACTLY.
ZM SHOP U
So many youTube videos pumping FUBO.
Both Beth and Cathie think highly of U, have you bought? SKLZ?
I think should accumulate U. Will start doing so on Monday 
Buy n hold for at least 5 yearsā¦
How come is already $25B market cap?
I have ZM, U, SKLZ and FUBO.
Starting to change my thinking on SHOP too.
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Pretty sure ZM U SHOP are good for 5+ years. The latest dive didnāt bring SHOP down much. I have some ZM. Frankly, even if there is a big dive from May/Jun shouldnāt sell, should take the opportunity to buy MORE. @Jil trading idea is not good for long term return. Buy now, if go down, buy more, drop even more, buy moreā¦ forget about trading for buy n hold stocks.
Thatās why I am still waiting for SHOP. But I think I will buy SE before I buy SHOP. SE also didnāt go down much compared to other smaller cap names.
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