Evidence

I think that this company is really set up for long-term success and I actually think that the shares are actually quite attractive right now as I look at them... revenue growth is has reacelerated and I think that we're underestimating the growth in gross merchandise volume

— Brian Stoffel

this, to me, is a screaming buy at these prices

— Brian Stoffel

I believe that now it's one of the safest hold roads if you want to invest in the AI infrastructure... I think it still trades at a very reasonable assumption on a forward basis... I think that this is a very fair price to pay to still participate in AI trade.

— Brian Stoffel, at 7:25

I think that the moat is growing around the company. If they've got a product and they have this place where that data that cannot be replicated sits, that's a powerful place to be in this value chain.

— Brian Stoffel

In my opinion, there is no question that the moat is stable or widening around the company even with all the competition entering and that the thesis is very much on track.

— Brian Stoffel, at 24:52

All these things combined point to a pretty solid picture for the company, which means that it's something that I'm going to be giving consideration to adding shares in my own portfolio.

— Brian Stoffel

in my opinion, you've got I I'll name the three that I've already mentioned publicly that I think could really benefit. You've got your palunteers, your cloud flares, your axons that are showing revenue accelerating and so they look really really expensive. But if you accelerate,

— Brian Stoffel

I believe that Shopify is really on the cutting edge of agentic AI commerce and it's literally writing the languages that these programs are going to use to do shopping using AI and I believe especially because the company could have even better margins because of this that it

— Brian Stoffel

I love the business momentum here. I mean, the growth, especially on US commercial, is incredibly impressive. So, I added in mid-February.

— Brian Stoffel

Airbnb is one that I added to just because the yields, both the free cash flow yield and the potential shareholder yield moving forward that this captures.

— Brian Stoffel

I reentered it as I started learning more and more about claude coowwork and how agentic AI was increasing traffic on the internet and I believe that's adding a lot of optionality and that cloudflare could be the gatekeeper of this technology. So I added to it twice during the qu

— Brian Stoffel

I actually think that this is a relatively attractive price... the mode is definitely stable, if not widening around the company and is on track.

— Brian Stoffel

I believe that the moat is definitely stable if not widening around the international, the North American business and AWS and the thesis is very much on track... it's nice to have that downside protection while having exposure to some upside potential. And I do believe that's wh

— Brian Stoffel