Jonah’s Growth Stock Deep Dives

Jonah’s Growth Stock Deep Dives

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Jonah’s Growth Stock Deep Dives
Jonah’s Growth Stock Deep Dives
Part 2: Deep dive on Fastly ($FSLY)

Part 2: Deep dive on Fastly ($FSLY)

Jonah Lupton's avatar
Jonah Lupton
Oct 13, 2023
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In order to read this entire deep dive on Fastly ($FSLY) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my investment portfolio (up +96.1% YTD), investment models and daily webcasts.


I also run a Stocktwits rooms where I post throughout the day about my investment portfolio (up +96% YTD) and my trading portfolio (up +71.3% YTD) plus my market commentary, quarterly earnings analysis, analyst upgrades/downgrades, daily webcasts and much more… this is also the best place to chat with me throughout the day.

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Here are my other newsletters…

Jonah’s Deep Dives on Large/Mega Caps
We provide 3-4 deep dive writeups per month on large caps and mega caps which are companies with a market capitalization above $10 billion
By Jonah Lupton
Trading the Charts
Trading the Charts is a daily email with my favorite trading setups. You'll get access to my current trading portfolio, buys & sells, position sizes, entry & exit prices, and perhaps even some living trading & charting sessions.
By Jonah Lupton

Company: Fastly

Ticker: (FSLY)

Website: Fastly.com

IPO date: May 2019 (traditional IPO)

IPO price: $21.50

Current stock price: $16.11

Outstanding shares: 129.2 million

52 week high: $24.31 on September 01, 2023

52 week low: $7.15 on December 28, 2022

ATH: $136.50 on October 13, 2020

Market cap: $2.08 billion

Net cash/debt: -$98.3 million (net debt)

Enterprise value: $2.18 billion

Headquarters: San Francisco, California, United States

Number of employees: 1,100+

Average price target from analysts: $17.41 or $19.06 (two different websites)


Investor Relations:

https://investors.fastly.com

Q2 2023 Earnings Report: https://investors.fastly.com/news/news-details/2023/Fastly-Announces-Second-Quarter-2023-Financial-Results/ 

Q2 2023 Investor Supplement: https://investors.fastly.com/files/doc_earnings/2023/q2/supplemental-info/Fastly-Second-Quarter-2023-Investor-Supplement.pdf  

2023 Investor Day Presentation: https://investors.fastly.com/files/doc_events/2023/Jun/22/fastly-investor-day-2023.pdf 


Outline

  1. Introduction [part 1]

  2. Company Background [part 1]

  3. Opportunity [part 1]

  4. Business Model [part 1]

  5. Competitive Advantages [part 1]

  6. Risks [part 1]

  7. Valuation [part 2]

  8. Investment Model [part 2]

  9. Analysts [part 2]

  10. Technicals [part 2]

  11. Conclusion [part 2]

  12. Additional Sources [part 1 and 2]


Here is part 1 of the FSLY deep dive in case you missed it a few days ago…

Part 1: Deep dive on Fastly ($FSLY)

Jonah Lupton
·
October 9, 2023
Part 1: Deep dive on Fastly ($FSLY)

In order to read this entire deep dive on Fastly ($FSLY) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my investment portfolio (up +95% YTD), investment models and daily webcasts.

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