2 ms·
PLTR - large moat, lots of orgs in the pipeline. Buying some 25% OTM calls 3 years out seems like free money to me AAPL - I find it sad that they have such wei
by arthurcolle 6y ago
PLTR - large moat, lots of orgs in the pipeline. Buying some 25% OTM calls 3 years out seems like free money to me
AAPL - I find it sad that they have such weird software bugs but the services fortress theyve built up under Tim Cook is a printing press. 230 calls also for 2023 seem like more free money
I like to run a DCF first in excel and then try to automate it when I'm comfortable with the discount ratio that I've assigned to a particular company based on some heuristic. The real trick is dynamically updating this value based on daily updates (sec forms, CEO gets hacked, etc) and automating it and spitting out a fair value. In general things are certainly not trading at the right value lol
just a thought