Cloud computing services provider. Edge cloud platform provider, where both storage and resources are at the edge of the network instead of at the centre. One of biggest clients is Shopify. Another is TikTok, so there's been a pullback. He has a price target of $95. No dividend. (Analysts’ price target is $92.89)
Breadth of product line gives it a huge advantage over competitors. Adds to its capabilities by acquisition. Free cashflow machine. Enviable gross margin. Cheap at 9x PE.
Cloud computing services provider. Edge cloud platform provider, where both storage and resources are at the edge of the network instead of at the centre. One of biggest clients is Shopify. Another is TikTok, so there's been a pullback. He has a price target of $95. No dividend. (Analysts’ price target is $92.89)