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No. of Recommendations: 4
If you sold before the 40% drop, great job. But if you sold after, then you might want to reconsider whether you are an investor or a trend/herd follower.

Why did you buy Fastly in the first place?

What was your thesis?



Guilty as charged. I had no intention of purchasing Fastly in the first place. Hardware, ugh/yuck. Mediocre Gross Margins, ugh/spit. Price skyrockets and a bunch of smart people bought in so I went against my original judgement and purchased. When the price drop hit I sold out, broke even on the whole deal.

My personal learning is to move slower, much slower when it I'm considering doing something that makes me change my mind from my original decision.


Lee
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