Hedgeye Technology analyst Ami Joseph joined The Macro Show this week to provide an update on Cloudflare (NET), one of his favorite long ideas right now in the sector.
In the clip above, Joseph details positive company and product performance as well as why he likes Cloudflare’s business model.
“It’s very hard to like anything in this enterprise software space, but we really like Cloudflare,” he explains. “We still like it on a medium and long-term basis.”
Watch the full clip above for Joseph’s analysis of the stock.