Tech: Piecing Together Confluent

Industry Focus

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4.6 • 854 Ratings

🗓️ 18 June 2021

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today we tackle a company squarely focused on data -- Confluent.

They focus on data streams, allowing businesses to connect, analyze, and integrate data in real-time. We break down why it checks a lot of the boxes in our investing approach and why the company is going to have to educate the market.

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Transcript

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0:00.0	Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.
0:11.0	I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today
0:16.0	we're talking financials. Today we're talking consumer goods. Wild Card Wednesday.
0:20.4	And we're talking energy. And today we're talking tech. Let's dive in.
0:25.0	It's Friday, June 18th, and we're getting together to talk Confluent.
0:31.0	I'm your host, Don Lewis, and I'm joined by full Com's co-chief checkup commander of core cloud computing companies Brian foroldy
0:37.4	Brian how you doing? Well done Dylan well done yet another time where you nailed my
0:42.0	title I need to get more creative what
0:43.9	you think of that uh that little pun there getting together to talk
0:46.4	confluent Dylan I'm very proud of you for coming up with that all by yourself I need
0:50.6	that validation I appreciate it so much.
0:53.0	Yes we are talking about another cloud computing company, another business that's gonna I think
1:00.2	check a lot of the Brian Froll the boxes if I'm being honest and we have this one courtesy of one of our listeners Brian
1:06.8	That's wonderful yeah this is a company that I hadn't heard of before until the S1 came out.
1:13.7	So the company we're talking about is Confluent.
1:15.8	Ticker symbol CFLT.
1:18.4	Yet again, whenever these S1s come out
1:20.6	and these tech companies, if it's SAS-based, I'm always going to take a look and as I was
1:24.6	reading through it I was like there's a lot to like here. There's a lot to like here.
1:27.5	There's a lot to like. Shout out to our listener Zefan for giving us the heads up on this one. One of the joys of what we get to do is you
1:34.5	know basically have ideas thrown at us by by listeners by members of the fool and
1:39.6	and just get to kick them around and talk about them hopefully you guys enjoy listening to it as much as we enjoy doing it.
	...

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