SHEN
Shenandoah Telecom Co
stock NASDAQ

Yeah I think names like $LUMN, $SHEN, etc are still attractive (at least to me), but with recent rate hike concerns they’re getting sold off because they’re debt heavy. I struggled a bit on that, but ultimately decided to keep $SHEN because my thesis or opinion (whatever conveys not financial advice lol) is that they’ll break out of the heavy debt with datacenter partnerships/contracts. Let’s see how this plays out.

Yeah I think names like $LUMN, $SHEN, etc are still attractive (at least to me), but with recent rate hike concerns they’re getting sold off because they’re debt heavy. I struggled a bit on that, but ultimately decided to keep $SHEN because my thesis or opinion (whatever conveys not financial advice lol) is that they’ll break out of the heavy debt with datacenter partnerships/contracts. Let’s see how this plays out.