Destriero's single-name vola journal (riskarb; atticus; et al)

Revs beat by 500MM and mcap up $30B. +R/R will still be seen before LTD. Out $1000 here at 57 on shares.

 

are you clenching on the report?

 

Nope, on a one lot?

At 1253 the spread is indicated at 38. I can live with that.

 

When google announced a 5bn buyback a few years ago, the stock was up 50bn. That’s a rational market.

 

IKR?

I take the DD in account when I look for my target. I do think the shares touch 1225 within a week. Down $4-500 here at 1254. If we open <1260 I will hold for 60.00 on the fly.

 

Trade is down $600 -- no action.

 

Out 38.20 ($380).

 

There is no point in holding this with zero curvature.

 

Dest17: Long 1 Aug3 NDX 7300/7400/7600 231P from 60.00. S 14D currently.