Top 5 Stock Picks of Stephen White’s SW Investment Management

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1. Cloudflare, Inc. (NYSE:NET)

SW Investment Management’s Stake Value: $61.9 million

Percentage of SW Investment Management’s 13F portfolio: 24.65%

Number of Hedge Fund Holders: 50

Cloudflare, Inc. (NYSE:NET) is an American company that provides services related to website security and privacy. It is headquartered in California, US. SW Investment Management has 550,000 shares in the company as of the Q3 of 2021. Cloudflare, Inc. (NYSE:NET) filed a Q32021 revenue of $172.35 million. 

On November 16, Credit Suisse analyst Phil Winslow initiated coverage of Cloudflare, Inc. (NYSE:NET) with a ‘Neutral’ rating and a price target of $205. He expects Cloudflare, Inc. (NYSE:NET) to sustain major revenue growth for multiple years, which he believes does not reflect in “conservative” estimates. However, Winslow believes the present valuation reflects much of his positive opinion on the company and would look for a relatively more attractive entry point.

You can also take a peek at the 10 Best FMCG Stocks to Buy Now and Echo Street Capital Management: Greg Poole’s Top 10 Stock Picks.

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