After thinking through the need for another STARTER on the roster I added NET. Solid company with a nice recent ER. Considered CRWD and BILL and even MELI as a temp plug and play candidate but decided to make MELI a separate decision.

I also decided to add back CFLT to the portfolio with a Scout Team position.

Haven’t done so yet, but MELI has fallen to a level that makes it a potential add for its ATM like resiliency. Nothing is guaranteed in life but adding MELI on these dips under $1050 or so is just like putting an 80% Free Throw shooter on the line. Sorta.

All the Best,