0.00Open11.80Pre Close0 Volume0 Open Interest7.50Strike Price0.00Turnover118.91%IV56.78%PremiumJan 17, 2025Expiry Date4.81Intrinsic Value100Multiplier25DDays to Expiry6.99Extrinsic Value100Contract SizeAmericanOptions Type0.9608Delta0.0222Gamma2.51Leverage Ratio-0.0072Theta0.0047Rho2.41Eff Leverage0.0027Vega
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:
$Meta Platforms (META.US)$