Comments on: Cerberus: Den of Mini-Ballers or of Satan? http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm We dividend our ad money to you. Tue, 16 Mar 2010 00:49:36 -0700 http://wordpress.org/?v=2.9.1 hourly 1 By: hps http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm/comment-page-1#comment-37753 hps Wed, 15 Aug 2007 17:31:37 +0000 http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm#comment-37753 Tyco spun off Tyco Electronics, so some of the options trade as a package of TYC & TEL: TYB/TYU/XML/KMO are adjusted TYC/TYE/VPA/ options and have 25 shares of TYC equity COV equity + 25 shares of TEL equity. Tyco spun off Tyco Electronics, so some of the options trade as a package of TYC & TEL:

TYB/TYU/XML/KMO are adjusted TYC/TYE/VPA/
options and have 25 shares of TYC equity
COV equity + 25 shares of TEL equity.

]]> By: Mr Juggles http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm/comment-page-1#comment-37742 Mr Juggles Wed, 15 Aug 2007 15:02:41 +0000 http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm#comment-37742 Dude was/is a tout. He has been edited. Dude was/is a tout. He has been edited.

]]> By: nm http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm/comment-page-1#comment-37739 nm Wed, 15 Aug 2007 14:39:24 +0000 http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm#comment-37739 Might be that they trade ex-exercise, so that you can't profit... Afaik you need to mention it some days prior to the last trading date if you want to exercise. Might be that they trade ex-exercise, so that you can’t profit… Afaik you need to mention it some days prior to the last trading date if you want to exercise.

]]> By: cmsd2 http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm/comment-page-1#comment-37737 cmsd2 Wed, 15 Aug 2007 14:25:27 +0000 http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm#comment-37737 100 option contracts are worth 1 share perhaps? 100 option contracts are worth 1 share perhaps?

]]> By: nm http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm/comment-page-1#comment-37736 nm Wed, 15 Aug 2007 14:16:13 +0000 http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm#comment-37736 Regarding 1) and 2), I checked the data on BB about 1h ago and it's identical. Don't know about 3) though (market maker?). Regarding 1) and 2), I checked the data on BB about 1h ago and it’s identical. Don’t know about 3) though (market maker?).

]]> By: cmsd2 http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm/comment-page-1#comment-37724 cmsd2 Wed, 15 Aug 2007 13:01:01 +0000 http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm#comment-37724 re TYCO options: Ah but as the great contemporary philsopher Will Young said: "Think about it". You made the following cardinal mistakes: 1) using yahoo as a source of fact 2) using a quote which is 9 days old 3) relying on the pricing info when the volumes have been close to 0 across the entire option chain The intrinsic value of the 30$ option (if parity is 1) is almost exactly 15 bucks, and there's almost no time value left since there are only 2 days to maturity. re TYCO options:

Ah but as the great contemporary philsopher Will Young said: “Think about it”.

You made the following cardinal mistakes:
1) using yahoo as a source of fact
2) using a quote which is 9 days old
3) relying on the pricing info when the volumes have been close to 0 across the entire option chain

The intrinsic value of the 30$ option (if parity is 1) is almost exactly 15 bucks, and there’s almost no time value left since there are only 2 days to maturity.

]]> By: IEVT http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm/comment-page-1#comment-37643 IEVT Tue, 14 Aug 2007 23:19:03 +0000 http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm#comment-37643 I have a very interesting suggestion for your readers. It's about the 07' august puts of TYCO (NYSE: TYC) which are very very mispriced: I don't have much money to buy them, but I think it's a great deal... I have a very interesting suggestion for your readers. It’s about the 07′ august puts of TYCO (NYSE: TYC) which are very very mispriced: I don’t have much money to buy them, but I think it’s a great deal…

]]> By: DealBreaker.com http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm/comment-page-1#comment-37625 DealBreaker.com Tue, 14 Aug 2007 21:25:05 +0000 http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm#comment-37625 <strong>Write-Offs: 08.14.07...</strong> $$$ The ABCs of Power Sitting at HBS [Banker's Ball] $$$ Cerberus: Den of Mini-Ballers or of Satan? [LoSC] $$$ Dream date with a high roller? [Craigslist]...... Write-Offs: 08.14.07…

$$$ The ABCs of Power Sitting at HBS [Banker's Ball] $$$ Cerberus: Den of Mini-Ballers or of Satan? [LoSC] $$$ Dream date with a high roller? [Craigslist]……

]]> By: To The Hilt http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm/comment-page-1#comment-37591 To The Hilt Tue, 14 Aug 2007 15:57:35 +0000 http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm#comment-37591 "Stevevergence" is easily the best new word since Shakespeare invented "subprime." (Antony and Cleopatra, Act II, Scene V) CLEOPATRA The gods confound thee! dost thou hold there still? Messenger Should I lie, madam? CLEOPATRA O, I would thou didst, So half my Egypt were subprime and made A cistern for scaled snakes! Go, get thee hence “Stevevergence” is easily the best new word since Shakespeare invented “subprime.”

(Antony and Cleopatra, Act II, Scene V)

CLEOPATRA
The gods confound thee! dost thou hold there still?

Messenger
Should I lie, madam?

CLEOPATRA
O, I would thou didst,
So half my Egypt were subprime and made
A cistern for scaled snakes! Go, get thee hence

]]> By: Mr Juggles http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm/comment-page-1#comment-37589 Mr Juggles Tue, 14 Aug 2007 15:28:20 +0000 http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm#comment-37589 It both does and doesn't. It's important to note the Long or Short Investing Rule Conflict Rule of Investing which states: "When investing rules conflict, and because of non-sensicalness this will not be a non-recurring event, Long or Short goes with what is most correct, as determined by arbiter of correctness, justice and smarts, Long or Short." In this case, you are adhering to the Satan's portfolio to an extent, as you are longer Feinberg's evil more or less. But the backstop on our reasoning is the LoSIRCRoI rule. It both does and doesn’t. It’s important to note the Long or Short Investing Rule Conflict Rule of Investing which states:

“When investing rules conflict, and because of non-sensicalness this will not be a non-recurring event, Long or Short goes with what is most correct, as determined by arbiter of correctness, justice and smarts, Long or Short.”

In this case, you are adhering to the Satan’s portfolio to an extent, as you are longer Feinberg’s evil more or less. But the backstop on our reasoning is the LoSIRCRoI rule.

]]> By: jake http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm/comment-page-1#comment-37585 jake Tue, 14 Aug 2007 15:00:05 +0000 http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm#comment-37585 but, doesnt this dovetail nicely with the Satan Portfolio? but, doesnt this dovetail nicely with the Satan Portfolio?

]]> By: Ruthless Gravity http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm/comment-page-1#comment-37568 Ruthless Gravity Tue, 14 Aug 2007 14:00:05 +0000 http://longorshortcapital.com/cerberus-den-of-mini-ballers-or-of-satan.htm#comment-37568 What's the recommendation on Rattner? What’s the recommendation on Rattner?

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