1.39Open1.39Pre Close0 Volume0 Open Interest15.00Strike Price0.00Turnover91.34%IV-4.69%PremiumDec 20, 2024Expiry Date2.00Intrinsic Value100Multiplier6DDays to Expiry0.00Extrinsic Value100Contract SizeAmericanOptions Type-0.8815Delta0.1343Gamma6.27Leverage Ratio-0.0234Theta-0.0017Rho-5.52Eff Leverage0.0033Vega
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:
$Meta Platforms (META.US)$