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rintintin
New Orleans Saints Fan
Life is Life
Member since Nov 2008
14939 posts

re: stock tip...FSLY
Ah that went way over my head. He was indeed right.


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
21931 posts
 Online 

re: stock tip...FSLY
FSLY is hunting 35 and a new all time high


Drew Orleans
USA Fan
Member since Mar 2010
21333 posts
 Online 

re: stock tip...FSLY
Crazy. Way over its current value.


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bayoumuscle21
LSU Fan
St. George
Member since Jan 2012
3275 posts

re: stock tip...FSLY
quote:

cgrand


In the future, just tell me what to do O wise one! Seriously, great call. Sucks I didn't get on for a few days to see the tip.


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cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
21931 posts
 Online 

re: stock tip...FSLY


thatguy777
LSU Fan
br
Member since Feb 2007
2038 posts

re: stock tip...FSLY
Congrats buddy. Love this stock as I mentioned before in another thread. I hold a small position in one of my retirement accounts. Leader in edge computing. Should be good long term hold


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cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
21931 posts
 Online 

re: stock tip...FSLY
FSLY apparently is now delivering image content for... amazon (and IMDb)

LINK



quote:

I can’t tell what volume of traffic this equates to for Fastly, but even though all the images are very small in size, it’s the home page of Amazon.com and IMDb, so it is substantial. Amazon.com is usually ranked in the top 15-20 largest websites, in terms of traffic by Alexa, and IMDb usually hovers around number 60.

just to reiterate, FSLY charges per usage instance. every time one of those images loads, they get paid


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
21931 posts
 Online 

re: stock tip...FSLY


Drew Orleans
USA Fan
Member since Mar 2010
21333 posts
 Online 

re: stock tip...FSLY
Well. I sold way too early. Hesitant to jump back in now.


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LSUtoOmaha
LSU Fan
Nashville
Member since Apr 2004
25223 posts

re: stock tip...FSLY
quote:

Ah yes, FSLY, another Reddit WSB baby. They were all over it post IPO and lock-up end date. Lots of bag holders thanks to Reddit.


Those bag holders are up 70% since your post!


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TD SponsorTD Fan
USA
Member since 2001
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BigOrangeBri
Tennessee Fan
Nashville- 4th & 19
Member since Jul 2012
10606 posts

re: stock tip...FSLY


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
21931 posts
 Online 

re: stock tip...FSLY
new all time high today
giddyup


FMtTXtiger
Member since Oct 2018
917 posts
 Online 

re: stock tip...FSLY
any idea if this will keep running? anyone with specific info?

im up 100%, usually sell half when i am but gut telling me this is a good one long term like ShOP.

?


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
21931 posts
 Online 

re: stock tip...FSLY
up 7% this morning


Drew Orleans
USA Fan
Member since Mar 2010
21333 posts
 Online 

re: stock tip...FSLY
Still way above the PT.


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
21931 posts
 Online 

re: stock tip...FSLY
deep dive into FSLY's Q2 earnings

quote:

In terms of setting a price target, FSLY is currently trading at about $38. This is up 65% from the pre-earnings price of $23.05. While there was a substantial run-up after earnings, the stock has been range bound for the past year. FSLY is targeting $285M in revenue for 2020. I think they can deliver $300M and approach break-even on EPS, based on the substantial raise of $25M in revenue in the Q1 report. This would represent 50% annualized growth. Today’s EV/Rev ratio is about 16. With $300M in revenue, the end of year EV target would be $4.8B. Current EV is about $3.5B. This would imply growth of 37% or a share price of about $52 by end of 2020.

Pushing out four years to end of 2024, I think FSLY can maintain high annualized revenue growth of 40% in 2021, dropping to 38%, 35% and 32% in subsequent years. This high revenue can be justified by the large addressable market, the addition of Compute@Edge and Fastly’s relatively small annual revenue amounts currently (law of small numbers). This would put 2024 revenue at approximately $1.0B. I think we can assume positive operating margins and FCF margin at this point. For 30+% growth and positive operating margin, a reasonable EV/Rev ratio range is 12-16. At the midpoint, this puts EV at $14.5B in 2024, or 4.1x today’s value. Therefore, I think a 5 year price target of $155 is reasonable.


LINK


Special K
USA Fan
Member since Jun 2011
833 posts

re: stock tip...FSLY
Bought a little bit more around 39 this morning after the drop last yesterday


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leoj
Texas A&M Fan
Member since Nov 2010
3036 posts

re: stock tip...FSLY
On my list to do a deep dive as well, but nothing in there seems unreasonable.


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
21931 posts
 Online 

re: stock tip...FSLY
new high over $44

huge jump in volume (+4MM shares) after they offered an additional 6MM shares at 41.50. this will be a $50 stock very soon
This post was edited on 5/21 at 3:15 pm


LSUregit
LSU Fan
Member since Dec 2013
1325 posts

re: stock tip...FSLY
I saw it was down a few percent earlier, sold some SE to to buy in. Ended up being a quick 7% gain on it today.

- SE has also been an amazing stock with a recent blowout quarter.
This post was edited on 5/21 at 3:35 pm


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