《Why We're NOT Buying Fastly (Even at 22% Growth)》
FSLY因竞争护城河薄弱（缺乏控制力/粘性）、高额股权激励以及估值要求每股自由现金流年复合增长率达22%而被视为不合格。
Fastly 是我们将更仔细研究的一只股票，我将向您展示这最终将如何组合成投资组合中的一个小型股票篮子。我们非常简要地、高层面地看了一下 Fastly 的财务状况。收入已重新加速增长。
最近一个季度处于 25% 左右的中段范围，他们在自由现金流和营业利润率方面正在取得进展。
Fastly here is one that we'll take a bit closer look at, and I'll show you how this will ultimately work out into putting together a little mini basket of stocks in the portfolio.
We looked at Fastly financials at a very, very brief high-level look here. The revenue has re-accelerated. It's mid-twenty percent range now in the most recent quarter, and they're making progress on free cash flow and operating margins.