0.50Open0.50Pre Close0 Volume66 Open Interest12.50Strike Price0.00Turnover30.34%IV2.52%PremiumJan 17, 2025Expiry Date0.19Intrinsic Value100Multiplier25DDays to Expiry0.31Extrinsic Value100Contract SizeAmericanOptions Type-0.5497Delta0.4114Gamma25.92Leverage Ratio-0.0071Theta-0.0041Rho-14.24Eff Leverage0.0127Vega
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:
$Meta Platforms (META.US)$