0.30Open0.30Pre Close0 Volume4 Open Interest10.00Strike Price0.00Turnover145.82%IV31.35%PremiumDec 20, 2024Expiry Date0.00Intrinsic Value100Multiplier19DDays to Expiry0.30Extrinsic Value100Contract SizeAmericanOptions Type-0.1130Delta0.0407Gamma47.10Leverage Ratio-0.0235Theta-0.0009Rho-5.32Eff Leverage0.0062Vega
Liberty Global-A Stock Discussion
The global 5G FWA revenue in 2022 will be 515 million yuan. By comparison, revenue will surge 385% in 2023.
$Tesla (TSLA.US)$ $Apple (AAPL.US)$ $AMC Entertainment (AMC.US)$ $NVIDIA (NVDA.US)$ $Meta Platforms (META.US)$ $Microsoft (MSFT.US)$ $NIO Inc (NIO.US)$ $Netflix (NFLX.US)$ $Liberty Global-A (LBTYA.US)$ $Liberty Global-B (LBTYB.US)$
Baupost Group increased Alphabet and Fidelity National Information Services while dropping Meta Platforms, Micron Technology, and Amazon.com.
The portfolio continues to be heavily concentrated with the top three positions accounting for ~40% of the 13F portfolio.
New Stakes:
$Skyworks Solutions (SWKS.US)$ and $Jazz Pharmaceuticals (JAZZ.US)$
Stake Disposals:
$Meta Platforms (META.US)$