Finally Exiting the FSLY Romance

Not much new to add to the FSLY/NET discussion for most on this board, but I didn’t hear/see anything in the FSLY CC to keep me in FSLY any longer, especially when NET has proven to be the superior company in the space, and more importantly NET seems to have far superior management.

I needed to raise some cash for taxes too. So, I sold out of FSLY in after hours at $93.10 and realized sizable LTG gains. I also took 1/3 of the gains and added to my NET position (now equal to what FSLY was). I tried to get NET cheaper, but finally caved at bought more at $84.11. I still like the space, and wanted a full position.

Sometimes breaking up is hard to do …

Long NET