Post #61 by onepoorguy on the Software as a Service Gems board

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Investment Strategies / Software as a Service Gems

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I took a modest position after the drop. Not trimming since that will just reduce my diversification (I'm still heavy in my former-employer's stock...reduced a bit, but trying to moderate the tax hit). I think CRWD is doing fine, and -as someone just said-, cybersecurity has a long road ahead of it.

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