A slow news day means it\u2019s time to break out a round of \u201cYes, No, Maybe So\u201d. Jason Moser shares why he\u2019s bullish on Elastic, why he thinks the thesis has changed for Fastly, and why he\u2019s on the fence about Lemonade. Plus, we dip into the Fool Mailbag to discuss allocation strategies.