Ackman vs Icahn: This is Epic !!

Quote from Doobs789:

I am apprehensive to wade into this one from a trading standpoint. My inclination is to let the billionaires duke it out. A lot of sellers of the 40 puts. But maybe an upside fly in Feb could work, fade the nascent pop in vol. Would trade it small though. Caveat emptor.
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yeah i wasn't even thinking about trading the underlying.. especially after my more recent manic trading esposides in eur.usd and ES.. haha
hard to say anything about big put sellers.. as they might be the shorts or the longs.. yeah i'm not even sure how to position in a limited risk way to sell possibly inflated premium in this name.. you could fly the thing front month and pay for some ratio backspreads in the backs.. dude now i'm really a talking head.. i'd have to look at the skew/ term structure etc etc.. i'm going to pull out excel and look at it..
 
Quote from cdcaveman:

yeah i wasn't even thinking about trading the underlying.. especially after my more recent manic trading esposides in eur.usd and ES.. haha
hard to say anything about big put sellers.. as they might be the shorts or the longs.. yeah i'm not even sure how to position in a limited risk way to sell possibly inflated premium in this name.. you could fly the thing front month and pay for some ratio backspreads in the backs.. dude now i'm really a talking head.. i'd have to look at the skew/ term structure etc etc.. i'm going to pull out excel and look at it..
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Not seeing much. Skew is pretty normal.
 
Oddly enough at some point it was mentioned that this dialogue was not the best use of CNBC time, when I cant recall the last time I actually enjoyed something in CNBC except for this link the OP kindly provider.
 
Quote from daniel33:

Oddly enough at some point it was mentioned that this dialogue was not the best use of CNBC time, when I cant recall the last time I actually enjoyed something in CNBC except for this link the OP kindly provider.
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+1000000
 
Quote from Doobs789:

I am apprehensive to wade into this one from a trading standpoint. My inclination is to let the billionaires duke it out. A lot of sellers of the 40 puts. But maybe an upside fly in Feb could work, fade the nascent pop in vol. Would trade it small though. Caveat emptor.
More...

When two elephants in the room are fighting, it is best to not try and join the fight.

Better to be on the sidelines and enjoy the entertainment.
 
Quote from Doobs789:

I am apprehensive to wade into this one from a trading standpoint. My inclination is to let the billionaires duke it out. A lot of sellers of the 40 puts. But maybe an upside fly in Feb could work, fade the nascent pop in vol. Would trade it small though. Caveat emptor.
More...

I have a condor in hlf a few months out. Vol has gotten crushed. My twenty point credit spread which I sold for 10 is now 7.
 
Quote from hftvol:

I thought you were in your late teens-early 20s, the picture on your website looks like you are slightly older.
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I'm one of the older folks on this site.
 
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