Cloudflare(NET) Seeking Alpha·2024-10-02 17:04Group 1 - Cloudflare's valuation is considered high, but the company is recognized for its strong financial performance and product offerings [1] - Growth for Cloudflare is expected to decelerate in the upcoming quarters, but it is anticipated to stabilize [1] - Narweena, an asset manager, focuses on identifying market dislocations and believes in achieving excess risk-adjusted returns through secular growth opportunities in markets with entry barriers [1] Group 2 - Narweena's research emphasizes company and industry fundamentals to uncover unique insights, with a focus on smaller cap stocks and less obvious competitive advantages [1] - The aging population and low population growth are expected to create new investment opportunities, contrasting with past trends [1] - Many industries may experience stagnation or decline, which could paradoxically enhance business performance due to reduced competition [1] Group 3 - The economic landscape is shifting towards asset-light businesses, leading to a decreased need for infrastructure investments over time [1] - A significant amount of capital is pursuing a limited number of investment opportunities, resulting in rising asset prices and compressed risk premiums [1] - Richard Durant, the leader of Narweena, holds degrees in engineering and finance, along with an MBA, and has passed the CFA exams [1]