dest's overwrite journal

Discussion in 'Journals' started by destriero, Jun 10, 2021.

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  1. destriero

    destriero

    Day 13.

    2021-08-16_8-43-52.png
     
    #301     Aug 16, 2021
  2. vanzandt

    vanzandt

    You guys should look at WOOF.

    No suggestion on how to play it, but man this looks like it's setting up for the perfect storm for some advanced option trades.

    Check it out:

    -Earnings are Thursday.
    -About 28% of the float is short.
    -On Friday lock-up expires on 48,000,000 shares.
    -IPO was $18
    -The $20 straddle is priced at 7%
    -Its that kind of stock that CNBC likes to talk about.

    Probably some opportunity there.
    ... just a thought.
    :sneaky:
     
    #302     Aug 16, 2021
    cesfx likes this.
  3. destriero

    destriero

    I don't trade anything under $100, but ppl should take a look.
     
    #303     Aug 16, 2021
  4. vanzandt

    vanzandt

    Yeah I know... I threw it out there because I know a lot of players here read your journal.
    It's a good one to learn with and perhaps play something small on.
    Some kind of diagonal might be the way to go.
    I might look later.
     
    #304     Aug 16, 2021
  5. emulimu

    emulimu

    Yes, it is up because AMZN fell to 2235 but what would you have done, if AMZN came close to 3400? I am just trying to learn, no disrespect. Apologize in advance if I am coming across like that. Do you usually have stop loss orders on these or do dynamic or static hedging if they go wrong?
    Is this pure directional trade? No volatility forecasting involved?
     
    #305     Aug 16, 2021
  6. newwurldmn

    newwurldmn

    My dog keeps pitching that stock to me.
     
    #306     Aug 16, 2021
  7. destriero

    destriero

    3235. And you're talking about a touch of 3335, and now you're stating 3400? OK. This assumes no drop in vol.

    2021-08-16_10-44-03.png
     
    Last edited: Aug 16, 2021
    #307     Aug 16, 2021
  8. destriero

    destriero

    Up $40K on GOOGL, MSFT, LRCX:

    2021-08-16_11-53-48.png
     
    #308     Aug 16, 2021
    Centuria100 likes this.
  9. destriero

    destriero


    Markets are closed so I can answer at some length.

    The criteria was met by the position. I couldn't lose against the signal but the combination of ddrift (to time) and vol would result in a terminal PNL that will be profitable. I would not have traded limited risk if I was concerned with a dynamic hedge. I will bet anyone here, any amount, that this trade will be a winner by Sep exp. I am not married to it, nor do I think it's the best structure, but I don't lose my shit over day-one marks.
     
    #309     Aug 16, 2021
    Zwaen and KCalhoun like this.
  10. emulimu

    emulimu

    I follow you and read all your posts, fascinated by your vocabulary. After 6 months of reading all kinds of volatility books, I am beginning to get most of your comments. At the risk of pissing you off, AMZN is quite capable of rallying 100 points in a day, more than the day-one mark(hope I understood it correctly) of this position. I like this structure and would like to trade it myself but I can't seem to get past this what if it rallies scenario. I am also horrible at taking loses so this small loss would easily turn into a full loss. I am following this trade and like that a small stock position would delta hedge this and push the one day mark by about 20 points. Maybe that will be my way of managing this. Thanks for all your posts on ET. Great stuff!
     
    #310     Aug 16, 2021
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