Event: Facebook (FB) reports Q1 results tonight after the close. The options market is implying about an 8% one day move tomorrow (above last quarter’s 7% implied move), which is rich to the 4 qtr average …
Continue readingMAU
Event: Twitter will report their Q1 results tonight after the close. The options market is implying about an 12% one day post earnings move, which is a tad rich to the 4 qtr one day average move …
Continue readingEvent: Twitter will report their Q4 results tonight after the close. The options market is implying a whopping 17% one day move, which is rich to the average of about 14% one day move following …
Continue readingBear with me, this is a bit of a think piece. Short form multi-media messaging appears to be the “killer app” of the mobile social web. I have never found a use for Facebook’s core offering, …
Continue readingEvent: Twitter (TWTR) reports Q3 results tonight after the close. The options market is implying about a 12% one day move tomorrow. The Oct 30th weekly 31 straddle (the call premium + the put premium) …
Continue readingI have been long Twitter on and off over the last year from the highs beginning in the high $30s. I’ve sold in two instances, in the highs $40s and low $50s (here and here). In …
Continue readingOn Friday afternoon I gave some thoughts about my current long position in Twitter (TWTR) and the fact that I was considering replacing my stock with a defined risk options structure into tonight’s potentially volatile …
Continue reading