Thread by @bh_sriram

@GetBenchmarkCo @richard_chu97 @StackInvesting @hhhypergrowth I did my research over the weekend on this.
1) I see AWS CloudFront as a very good alternative for Fastly. Another observation is,80% of functionality is same in all these CDN providers. In few cases like static delivery cloudfront is cheap and few cases Fastly had more features

@GetBenchmarkCo @richard_chu97 @StackInvesting @hhhypergrowth 2) Right now, there is no kick-ass feature differentiating Fastly from its competitors. There are view advantages but AWS can easily catch up in next few months.

@GetBenchmarkCo @richard_chu97 @StackInvesting @hhhypergrowth 3) Azure based applications is where I see a lot opportunity for growth. Azure is way behind CloudFront and Fastly. So its a very good alternatives for companies using Azure. Also azure growth kicked off which is another positive.

@GetBenchmarkCo @richard_chu97 @StackInvesting @hhhypergrowth 4) The costs are growing equally with Revenue due to expansion and huge competition from AWS.

@GetBenchmarkCo @richard_chu97 @StackInvesting @hhhypergrowth @JonahLupton So to conclude, Fastly a growth stock with lot of potential. But to be the top of the portfolio, need a solid tech feature addition that no one is offering today. Right now its like 10% of my portfolio. From now,will follow technicals to book profits or cut losses.

@GetBenchmarkCo @richard_chu97 @StackInvesting @hhhypergrowth @JonahLupton Adding Jonah too as He has very good understandingof this stock. @JonahLupton please review and add your view also here. Why do you think Fastly has edge over its competitors and what is the unique thing you see about them?

@GetBenchmarkCo @richard_chu97 @StackInvesting @hhhypergrowth @JonahLupton @JonahLupton Please review this thread and let us know your views.Trying to gain more understanding.

https://twitter.com/bh_sriram/status/1305604681180344322?s=19