Conversations with Jaguars - October 7 (Street Disconnects, Cost Mitigation, Updates on Two Positions) from factors of 88 Watch Video
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⏲ Duration: 13 min 51 sec ✓ Published: 07-Oct-2021
Description: As soon as the market opens I plan to buy $UAL December 52.5 calls for $3.00 or less (hopefully will get a fill there and don't have to overpay). A significant part of doing fundamental research has to do with discovering disconnects between street and management expectations about the outlook. I see a disconnect here in Airlines. After some leap call buying in $MNST yesterday and chart resting at important support, taking a deep look at aluminum pricing and mitigating factors. We like entry h
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