SSI observation

FWIW - Software Stack Investing - Peter O - reduced his FSLY position. At one point in the past it was as high as 40%+. It is now down to 9%. His weekly email last week said he had reduced it, but I did not realize he reduced it that much. 9% is still a decent size for most people, but he has over 20% in NET, TWLO, and DOCU.

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