Posting this to let you know that it was a hard decision but I finally sold OKTA and NET in the recent past. It was indeed a little hard to let them go after having written about them a number of times. ( https://discussion.fool.com/net-vs-fsly-which-is-better-34517311…… )
Denny,
I just read the post by Broadway Dan who references some of the point I alluded to in my prior post including details about the recent developments in regard to NET.
cheers
arnie