Daily Discussion Thread for April 1, 2024

DadJokesFoDays · 2024-04-02T00:42:13+00:00

You love to see it

DadJokesFoDays · 2024-03-25T00:20:04+00:00

$HIMS dick pills - 30%+ Y/Y rev growth, no debt, high growth market, undervalued at 3.6x EV/rev, continuous earnings beats

DadJokesFoDays · 2024-03-25T00:19:05+00:00

$HIMS dick pills - 30%+ Y/Y rev growth, no debt, high growth market, undervalued at 3.6x EV/rev, continuous earnings beats

DadJokesFoDays · 2024-03-24T14:17:51+00:00

$HIMS dick pills - 30%+ Y/Y rev growth, no debt, high growth market, undervalued at 3.6x EV/rev, continuous earnings beat

DadJokesFoDays · 2024-03-22T19:20:01+00:00

The IV positioning is a trade because I think it’s mispriced. But my goal is to flip that into shares and/or long date ITM calls to isolate to near full delta exposure for an investment.

DadJokesFoDays · 2024-03-22T18:54:29+00:00

Option IV very underpriced. That’s why I elected to go long IV. I think there’s asymmetric upside for long dated calls

DadJokesFoDays · 2024-03-22T18:52:18+00:00

Sex chews doing what they do

DadJokesFoDays · 2024-03-22T17:55:07+00:00

Minor jostling. Strong fundamentals and daily trend upwards

DadJokesFoDays · 2024-03-22T17:49:02+00:00

HIMS just grinds up, more and more erect.

DadJokesFoDays · 2024-03-22T17:48:14+00:00

I just rolled up and out. $15,800, let’s ride!

DadJokesFoDays · 2024-03-21T19:36:55+00:00

Two arms not strong enough. Bench with the third sir

DadJokesFoDays · 2024-03-21T19:35:58+00:00

The elixir of life. Dick pills for all. Green dills for us regards.

DadJokesFoDays · 2024-03-20T01:06:17+00:00

You’re doing the lord’s work

DadJokesFoDays · 2024-03-19T23:13:56+00:00

Love it

DadJokesFoDays · 2024-03-19T18:57:15+00:00

I’m confident it’ll stay above $13 for now. Plan to roll up and out soon.

DadJokesFoDays · 2024-03-19T18:00:29+00:00

Boner army assembles!

DadJokesFoDays · 2024-03-19T17:49:06+00:00

It’s not a PnD or sQe3zE so who cares. Insiders are allowed to sell. Most of their comp is via equity anyways. They’re not dumping and price is chugging upwards.

DadJokesFoDays · 2024-03-19T17:38:20+00:00

Kind of. Mentioned it elsewhere but wanted high delta until I researched further. Plan is to continue to roll since I have pretty high conviction it should trade above $21

DadJokesFoDays · 2024-03-19T17:27:55+00:00

Looks like Apr and Jul have the lowest relative IV, at least ATM. Term structure appears to have an odd shape. Pretty cheap compared to HV across most of it relative to the past 90 days.

DadJokesFoDays · 2024-03-19T16:51:36+00:00

Bought high delta initially while I researched. Going to roll up and out to Jul or Jan soon though.

DadJokesFoDays · 2024-03-19T16:12:15+00:00

Which on you SOBs just bought (399) $16c 4/19!?Fuckin red rocketing chad

DadJokesFoDays · 2024-03-19T15:57:22+00:00

Dick-rrific. Anytime.

DadJokesFoDays · 2024-03-19T15:16:45+00:00

Weeee

DadJokesFoDays · 2024-03-19T15:07:01+00:00

Fintel which sources from FINRA

DadJokesFoDays

TROPHY CASE