I think we have to look into t

2023-08-04

I think we have to look into the reason for slower Growth after fsly lost tiktok to oracle . Does it still have shopify on their hand , Amazon $Amazon.com(AMZN)$ ? Their temporary broke down 3 years ago hurt their consumers a lot . Typical loss of market share by back operation .
Fsly $Fastly, Inc.(FSLY)$ income is on usage base , net on subscription base , the quality of income do deflate their valuation . How about their cyber security branch .
This was a typical ceo wrong guidance compsny , at one time they have buyer at over 100 $ per share . I was told they have the best architecture of Cdn .
Cdn means internet traffic. Next year is election year , I hope it helps for their Cdn coverage on media including New York Times . But they are a Lot of debt in low interest time .. still a lot of problem to solve . It’s no longer a founder hold company

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