Episode 94: Interview With Muji @hhhypergrowth
***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing*** This week Ryan and I chatted with Muji (his Twitter is @hhhypergrowth, link here), a veteran of the software industry. We discussed two topics: cybersecurity and edge computing. On the cybersecurity side, we focused on Crowdstrike (ticker: CRWD) and Zscaler (ticker: ZS). Edge networks revolved around Cloudflare (ticker: NET) and Fastly (ticker: FSLY), but also had some areas
Episode 86: Talking Software with Tim Beyers
This is a new post that will be included alongside each show. It will have a short summary of the episode, any video clips, and other things listeners should know for each episode We are back after our summer hiatus and have a fantastic interview with long-time software analyst Tim Beyers. I learned a ton on this episode and think any listener will too. YouTube Link Spotify Link Screenshot Summary In chronological order: Discussion on what we did this summer and updates on th
Fundamental Analysis of Fastly
On the latest Fundamental Analysis Show we discussed Fastly (FSLY), an edge computing platform. Highlights from the Show: Market cap of $2 billion 35% sales growth 135% revenue expansion rate Not profitable Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/7y4jBrGfpTpX7L3P7b4t7Y #Stocks #Fastly #Investing #FundamentalAnalysis #Finance