Last night on CNBC’s Fast Money we had a spirited discussion about the year to date out-performance by the so-called FANG stocks (Facebook, Amazon, Netflix & Google, up 7%, 5.5%, 7.7% & 4% respectively vs …
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Yesterday we detailed a couple trades in the market that appeared to be long stock alternatives where traders better defined risk by selling out of the money puts, and using the proceeds to help finance …
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If you haven’t noticed by my sour disposition for the better part of 2016, there were a lot of things that I really hated this year. Yeah the Pokemon Go craze and Mannequin challenge were …
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Last Friday and then again yesterday we previewed Facebook’s (FB) Q3 results. We also detailed some trade ideas for those long the stock or those inclined to initiate a new long position into the print, but with …
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Event: Facebook (FB) reports Q3 results tonight after the close. The options market is implying about a 6% one day post earnings move tomorrow, which is shy of the average over the last 4 quarters …
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I’d love to tell you that my bright-eyed and bushy-tailed 22 year old self had a sense how big this internet thing was going to be big upon my graduation from the University of Pennsylvania …
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Event: Facebook (FB) reports Q3 results on Wednesday November 2nd after the close. The options market is implying a little less than 6% one day move, which is equivalent to about $23 billion in market capitalization. The stock …
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Strange memories on this nervous night in San Francisco. The kind of peak that never comes again? If you listen very closely, you might just be able to hear it… the sound of universal optimism around …
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Thirty years ago, in March 13th, 1986, a little company named Microsoft (MSFT) went public. Split adjusted the IPO price was below 10 cents!. At the time the Nasdaq Composite (CCMP) was trading very near 300. MSFT …
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Last week Kara Swisher of Recode sat down for her weekly Recode Decode podcast with venture capitalist Bill Gurley of Benchmark (early Uber investor and board member). Listen here, I have 2x: There is a …
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