Cloudflare(NET) Seeking Alpha·2025-02-13 21:54Group 1 - The article discusses Cloudflare, Inc. (NYSE: NET) and reiterates a "buy" rating with a price target of $120, indicating a positive outlook for the company's stock performance [1] - The author emphasizes the importance of sustainable, growth-driven companies that maximize shareholder equity, aligning with the investment strategy of a family office fund led by Amrita [1] - Amrita's background includes experience in high-growth supply-chain start-ups and venture capital, highlighting her expertise in maximizing returns and user acquisition during the pandemic [1] Group 2 - The article mentions that Amrita's newsletter, The Pragmatic Optimist, focuses on portfolio strategy, valuation, and macroeconomics, aiming to democratize financial literacy [1] - The newsletter has been recognized as the Top Newsletter in Finance on popular platforms, showcasing its influence and reach in the financial community [1]