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it’s a fact. He’s worth 3/4 billion dollars. Look at all the successful guys on ET following his methods.

Operationally: You will have margin issues as you will have to put up margin on both sides. You may have some marked to market issues but that will resolve itself in the long run. Futures taxes might be treated differently in your country than the long term taxes from the QQQ's so you might...

seems reasonable. you will add 1%/year for as long as you can avoid the taxable event.

Vol selling vs vol buying is one of the more controversial topics in finance.

the future will price an implied dividend. The etf will pay the actual dividend. If there is a difference it will create a variance in your pnl. borrow is another factor (like a dividend).

yes. Less management fees of the ETF, transaction costs of rolls, and changes in dividends.

i think i might get why the companies had such lofty valuations. You have an industry not really growing with a bunch of incumbents that have 20% market share each and a total market cap of say 10Billion. Some overconfident millenial says, "I can start a company that attracts millienials and i...

The interns are making like a hundred and if they get hired, hundreds out of the gate with a path that a decent percentage will get to the 2-10mm range and the failures will still earn several hundred a year.

Why should a razor blade company be comped against a hi tech PE company? The original story was, “they don’t have stores so they are more efficient” but now they all do.

I don’t think it’s zirp. There are publicly traded comps that traded at a fraction of these companies. For example Away luggage traded at 10x sales while tumi traded at like 2.

You forgot to add making 2-10mm per year. By the time you are 35 you could have generational wealth.

I think this was a hit piece. Bridgewater has consistently earned and i doubt ray dalio is an investing genius. I bet their culuture allows for them to execute simple strategies effectively because they can debate ideas very democratically.

I think Warby was just doing things for less margin than Luxotica (or whatever it's called). That's not smarter. All those razor brands are available at my local Walgreens now. Peloton was trading at a multiple so high that Precor was like 1/20th their valuation: a company that made every...

there are tons of startups that are repackaged regular companies with crazy valuations: peloton, away, warby Parker, WeWork, the razor companies, the mattress companies, the countless food companies, mommy companies, etc. I don’t get it.

especially when they spent all their money on indiscriminate growth. remember community adjusted ebitda.

post 87: all those Greeks represent factors that will change an options price. The sum of them (and other factors) is the total change of the options price: a partial differential equation. gamma is the change of delta to spot price. So it’s related to delta. It doesn’t go to inifinity because...

Suntrader provides very little to this forum. I would ignore him. Glad to hear your math models are working for you.

There’s no such thing as profitable as most traders blow up. There’s only how much you have made in the past and how much you can lose in the future.

why is a BSD in the hedge fund world bothering with anything less than millions.

When you are senior enough at an investment bank, the only thing that sinks you is diddling a little boy.