Cloudflare: Growth Will Disappoint Long Term (NYSE:NET)

Core Viewpoint - Cloudflare, Inc. is perceived as a stock that is consistently overvalued, trading at nearly 40 times its sales while experiencing a growth rate of 27% [1] Company Analysis - The management of Cloudflare has successfully convinced investors of its potential to become a leading tech company, despite the underlying issues that may not be addressed [1] Investment Perspective - The article emphasizes the rarity of great investment opportunities, particularly when a strong company faces strategic missteps but has the potential to recover [1]