Here's Why I Doubled Down on Fastly

Content delivery network (CDN) specialist Fastly's (NYSE: FSLY) stock recently tumbled as much as 51% on news that TikTok parent ByteDance -- Fastly's biggest customer -- reduced its traffic on the platform in response to a pending ban by the U.S. government. In this Earnings Review episode that aired on Fool Live on Oct. 28, Fool.com contributor Danny Vena addresses why Fastly tumbled and why he viewed it as an opportunity to double down on the stock. Danny Vena: Well, I'm going to read the question first.