0.04Open0.04Pre Close0 Volume404 Open Interest12.50Strike Price0.00Turnover133.74%IV35.57%PremiumMay 16, 2025Expiry Date0.00Intrinsic Value100Multiplier7DDays to Expiry0.04Extrinsic Value100Contract SizeAmericanOptions Type0.0592Delta0.0701Gamma231.25Leverage Ratio-0.0137Theta0.0001Rho13.70Eff Leverage0.0015Vega
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:
$Meta Platforms (META.US)$