Jason Moser

speaker

1,743 appearances 11 recordings 1 series first heard Sep 2014 last heard 2d ago

Jason Moser’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 2.

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Motley Fool Hidden Gems Investing · The Week's Growth Wasn’t Enough For Wall Street · 13 Feb 2026 podcast

Very encouraging to see that not only do they sign on new customers, but they continue to really grow those relationships with customers as we've seen from that large customer data.

I think it's a little bit of both, to be fair.

I always look at something like a Cloudflare and think one of the primary risks to a business like this, beyond some sort of security breach, is the valuation itself.

It has always really traded for a premium valuation.

saved those couple of years just a few years back when we were talking about those elongated sales cycles and how

how committed their customers were.

We really saw the stock take a huge hit back then.

But it has recovered, I think, based on these growth rates that we're seeing.

As long as we see that top line continue to grow at the pace that we're seeing today, I think the market, the premium is fairly well-earned, but that is a big risk.

If we see that tick down, we're going to absolutely see those shares pull back.

There was a revolutionary concept there.

That's tongue-in-cheek, of course.

I'm with you there.

I love Airbnb as a consumer.

I like it as a company.

It is difficult to see

That tremendous growth going forward, just given how big the company is, and yeah, experience has just been underwhelming, to say the least.

Shopify.

This was another good one.

Not surprised to see the growth rates they lobbed up.

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