Friday’s rapid-fire: Cloudflare, DraftKings, Expedia, Booking and Hershey

All right. So why don’t we jump to the rapid fire now, starting with a bullpen named Cloudflare stock falling after a very good quarter. But they do feel, yes, they this is a business content delivery, which fastly had earlier blown up on. Now people feel they’re losing share. I don’t think they are, but it does matter that they are no longer growing as fast as they were DraftKings. You had CEO Jason Robbins on last night better than expected quarter, but he’s talking about that that’s that’s wrong. He’s talking about is that the business has been rationalized that you no longer have to spend a fortune to get a customer. Stock was up nicely last night, is up 20% for the year, but I think he can go higher. A little bit of a tale of two travel companies Expedia. There they missed weakness and Verbo due to some technical problem with expedient people who these people are fickle. They’re not brand loyal. If you can’t get on Verbo then you just get on you’ll just do Airbnb. So Airbnb big winner and this guys on the other hand booking strong a lot of that has to do with international. But in the meantime, they said not. It hasn’t hurt them yet, so it’s important. Been a lot of talk around cocoa prices recently, but Hershey actually delivers a top and bottom line be priced up 5% off at the higher cost. Hershey should be bought now. A lot of people feel that it had this move in anticipation of a good quarter as the stock comes in. Remember that they’re, they’re locked in on cocoa for a certain period of time, but Coco is now in free fall. So I think that that’s an opportunity, not my faith. Bond lease by the way uses a lot of chocolate and I think they’re better, better company. I would buy that one, but I understand people want to buy pure, pure, almost pure chocolate that you’ve got it there.