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Sunday Options (5/10/20): Hanging in the Pit with The Impervious

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Manage episode 329322047 series 3353340
Content provided by stocktalking. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by stocktalking or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The Impervious and I give an update on Week 1 of our $QQQ v. $BRK.B bet. Sean - out to a massive early lead - touts the merit of tech and death of value, while I vigorously defend Buffett and the brilliance of using insurance float to buy stocks. We review the folly of trading earnings and a terrible trade I made in $NET. Sean previews $DDOG earnings and some opportunities in $SDC, $CSPR, $IWM and $SLV. Once again, we return to the theme that price action is all that matters in trading short-term options.

Show links:

- Cliff Asness on historic cheapness of value relative to growth

  continue reading

56 episodes

Artwork
iconShare
 
Manage episode 329322047 series 3353340
Content provided by stocktalking. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by stocktalking or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The Impervious and I give an update on Week 1 of our $QQQ v. $BRK.B bet. Sean - out to a massive early lead - touts the merit of tech and death of value, while I vigorously defend Buffett and the brilliance of using insurance float to buy stocks. We review the folly of trading earnings and a terrible trade I made in $NET. Sean previews $DDOG earnings and some opportunities in $SDC, $CSPR, $IWM and $SLV. Once again, we return to the theme that price action is all that matters in trading short-term options.

Show links:

- Cliff Asness on historic cheapness of value relative to growth

  continue reading

56 episodes

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