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No. of Recommendations: 49
Saul, it’s interesting to me how you got frustrated with so many people talking about Fastly that at one point you (I think it was you) even “forbade” posting about Fastly until after their earnings report. Meanwhile, you seem to feel the need to rip on Fastly in every post you make. It’s ok that you don’t like it anymore. It’s also ok that others feel more comfortable holding long term to see if the story changes. There is no “right way”. To invest. There are many ways to skin a cat. It is annoying to me how you seem to have a vendetta against Fastly and others that you decide to sell (I recall similar things with Nutanix... you couldn’t stop trashing them and you would criticize others who continued to hold). And no, simply looking back at the past two weeks’ returns does not make one move right and the other move wrong. It’s easy in hindsight to say, “Look! Cloudflare went up!” Cloudflare could have just as easily gone down. Short term the market is a voting machine. It is voting for Cloudflare right now. That may not always be the case. Stop using short term market moves as “proof” you made the right move. You did this with Snowflake after you bought too. A day or two later it was back below where you bought, if I recall correctly. Did that make you wrong? I thank you for all that you do for the board, but I ask that you stop the distraction that is the behaviors cited in this post.
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