• Growth, but predicted down year on year. EPS predicted from multiple sources as .36, down from Q4’s .57.

    Monthly. .05 increment. Current ATM (25) 6/21 spread is 1.00-1.05.

    I’m playing this for a mild investor sell off before Close. ER time unannounced. Have Limit set on .90; will adjust as necessary in late market if sell off occurs.

    Additional: Another player doing well in this niche, cloud storage small cap group, NTAP may be stealing some of the BOX shine.

    BOX earnings. Likely to be poorly received. Puts.
    byu/Terrible_Champion298 inoptions



    Posted by Terrible_Champion298

    1 Comment

    1. So if it’s known from multiple sources, what leads you to expect it’s not priced in? Really sounds like the convexity is to the upside.

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