4 Comments

    • Feed Your Hedge Against Volatile Markets [view article]
      @granger: we've written about that topic here: www.condoroptions.com/.../

      @Augustus: thanks for your response. To your point about hedging with different indexes, note that in the article we're just suggesting hedging with QQQQs for portfolios that are heavy in other Nasdaq names; certainly a small cap-heavy portfolio should use IWM instead.

      @koko: you can sell calls every month; it's better to choose strikes using implied volatility and delta readings, rather than choosing them by price.
      Apr 13 06:41 PM
    • Trading Put Options With Buffett [view article]
      DEcho: thanks!

      kkin365: I don't think we ever said that a retail investor can compete against Buffett on knowledge or skill. The only claim we made is that individual retail investors have a flexibility advantage over any large institution. For confirming evidence, just witness the difficulty that major banks, funds, and prop trading desks have had unwinding positions recently.
      Mar 03 03:05 PM
    • Berkshire Hathaway Annual Shareholder Letter - Online Version [view article]
      Hi all, we've posted a related article on Berkshire's options positions here:
      seekingalpha.com/artic...
      Mar 02 07:40 PM
    • Trading Put Options With Buffett [view article]
      Yeah, that's a good question. We assumed he's happy with the positions on their own terms and isn't going to rush to deploy those premiums elsewhere. There's a warning elsewhere in this year's letter along the lines of "don't expect us to keep up past rates of performance - it's just too hard to find enough good opportunities for all this capital." Mar 02 07:37 PM
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