Good morning! NET is finally getting their due. The stock price on NET has not performed nearly as well as their fundamentals or rate of the growth internally since I bought them and LT I still think they are the superior company over FSLY to “win” that race. It is Nice to see some reflection of it today with this 15% jump. 4th largest holding but really my conviction in them is second only to CRWD. They would be higher except that ZM and FSLY have just been on a tear the past few months. Cheers as we head into what will no doubt be a bit of a crazy election month. I just try to keep my conviction that these great companies will continue to do extremely well with either administration…this digital transformation I’ve been writing about in this text for more than 2 years now seems to be repeated a dozen times a day now on the radio. It’s here to stay and can’t be put back in the box anymore than you could have reversed the industrial revolution halfway through. Cheers!
Make that a 23% jump today for NET!!!
