No. of Recommendations: 2
Your call on STMP has been outstanding. I was looking at them in the $80s and missed out. C'est la vie as you can't own them all. -- AJ

Thanks. And you're absolutely right....ya can't (or shouldn't) own all the companies that are interesting. I'm a firm believer in the idea that it doesn't make sense to invest in your 30th best idea for example. Then it becomes a question of how much concentration you want. I have most of my portfolio in eight companies, both STMP and ANET are among them, along with NVDA, NFLX, AAPL, PCLN, TTD and one other (restricted by Fool rules still, I think) that I'll soon be disposing of. A lot easier to justify piling more in ANET due to all the things which folks on this board are familiar.

I've toyed with reducing my position in a number of the "big 8" above. Probably will reduce over time. And my token positions are probably not worth it. No rush.

He is no fool who gives what he cannot keep to gain what he cannot lose.
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