Limelight Networks (LLNW)
CDN and edge network provider trading at much, much, much lower valuation than Fastly (FSLY) with multiple tailwinds from lockdowns, online streaming boom, Work From Home and online education but management failed to materialize anything and took convertible notes and did nothing with it. The stock crashed 30% when the results came out despite having 'their best quarter ever'.
Scorpio Tankers
Product tanker and watch as rates soared due to storage filling up and production of oil not stopping. I was early too and bought in March and watched it go to almost $30 before crashing down. The company is in a much better shape than a year ago but its trading at half the price now. FUCK shipping.
Submitted December 25, 2020 at 02:30AM by AccurateAcount https://ift.tt/3aTQwCL
