mistakenpoint

FRFHF, MELI

Just closed this now. I generally find puts around 1.5 months out are generally very underpriced for things such as BRK.B, AAPL, COST, when their relative strength is above the high 70's. These opportunities come around a couple times a year. Bought FRPH and Fairfax with proceeds.

Added to MELI

Nice! I used the Oct-25 425 puts.

exited this position and bought some glasf and googl with the proceeds.

It's just a short-term swing trade. With the RSI over 80 and a P/B ratio in the 1.7 range, the recent outperformance is statistically rare

Bought some Berkshire puts in the morning.