t****n
发帖数: 324 | 1 Employee who has vested majority of granted options shall quit immediately
after the IPO.
Maybe the only way to lock the option gain in current economical environment. |
m*******i
发帖数: 8711 | |
t***u
发帖数: 284 | 3 who told u so?
【在 m*******i 的大作中提到】
: joking? quit了也不能卖。
|
i***1
发帖数: 2534 | 4 同意，不要贪心，不要犹豫。钱就是要落袋为安。。。
等，就是死路一条。想想2000年的时候有多少纸面上的富翁。
这就像地震来的时候，动作快跑出来的就活下来了，否则就是等死
environment.
【在 t****n 的大作中提到】
: Employee who has vested majority of granted options shall quit immediately
: after the IPO.
: Maybe the only way to lock the option gain in current economical environment.
|
S**********r
发帖数: 1410 | 5 me. lockup agreement is still valid even if you quit.
【在 t***u 的大作中提到】
: who told u so?
|
g*s
发帖数: 2277 | 6 买它的PUT OPTION就可以LOCK呀，可以LOCK60多块泥
environment.
【在 t****n 的大作中提到】
: Employee who has vested majority of granted options shall quit immediately
: after the IPO.
: Maybe the only way to lock the option gain in current economical environment.
|
t*********e
发帖数: 1136 | 7 Some company do not allow buying put of its own stock. It may be against SEC
's rules. Long term put is also quite expensive.
【在 g*s 的大作中提到】
: 买它的PUT OPTION就可以LOCK呀，可以LOCK60多块泥
:
: environment.
|
g*s
发帖数: 2277 | 8 让LD买，不行就让朋友买，呵呵。就是考虑到Long term put价钱才说60多块啊
SEC
【在 t*********e 的大作中提到】
: Some company do not allow buying put of its own stock. It may be against SEC
: 's rules. Long term put is also quite expensive.
|
C***r
发帖数: 844 | 9 这个严格来说也是违法的。
【在 g*s 的大作中提到】
: 让LD买，不行就让朋友买，呵呵。就是考虑到Long term put价钱才说60多块啊
:
: SEC
|
s**x
发帖数: 7506 | 10 I do not think it works even you can buy put options.
basically no people will sell those options cheap if most people think it
will go down too much.
for a lot of unkown, options are expensive.
【在 g*s 的大作中提到】
: 买它的PUT OPTION就可以LOCK呀，可以LOCK60多块泥
:
: environment.
|
|
|
g*s
发帖数: 2277 | 11 NOV 11 $85 put 23.50, 花23.50可以锁住￥61.50的价钱啊；昨天可以锁住￥65的价钱
泥。
【在 s**x 的大作中提到】
: I do not think it works even you can buy put options.
: basically no people will sell those options cheap if most people think it
: will go down too much.
: for a lot of unkown, options are expensive.
|
t**********e
发帖数: 254 | 12 just curious, do you need a lot of cash to buy those expensive put options?
maybe those linkedin employees don't have that much cash available.
【在 g*s 的大作中提到】
: NOV 11 $85 put 23.50, 花23.50可以锁住￥61.50的价钱啊；昨天可以锁住￥65的价钱
: 泥。
|
i**p
发帖数: 940 | 13 right. And this is probably illegal as well (seriously, no need to take
risk of going to jail).
I remember that Mark Cuban bought a lot of SPY puts when his company
got bought by yahoo. It was an indirect way of hedging.
options?
【在 t**********e 的大作中提到】
: just curious, do you need a lot of cash to buy those expensive put options?
: maybe those linkedin employees don't have that much cash available.
|
t****n
发帖数: 324 | 14 Do you think anybody dare to say LNKD will go down so fast when it was at $
120?
will go down too much.
【在 s**x 的大作中提到】
: I do not think it works even you can buy put options.
: basically no people will sell those options cheap if most people think it
: will go down too much.
: for a lot of unkown, options are expensive.
|
t****n
发帖数: 324 | 15 You can not buy put to protect even after you quit?
【在 i**p 的大作中提到】
: right. And this is probably illegal as well (seriously, no need to take
: risk of going to jail).
: I remember that Mark Cuban bought a lot of SPY puts when his company
: got bought by yahoo. It was an indirect way of hedging.
:
: options?
|
G****s
发帖数: 3523 | 16 this bubble is far from over. |
m*******i
发帖数: 8711 | 17 Google 上市时85卖掉的员工不知道现在啥想法。 |
t****n
发帖数: 324 | 18 GOOG, just like MSFT, is a company once in a decade.
Only FB has the potential to become next GOOG. LNKD, Zynga, Twitter, Groupon
etc is no where near to reach the height of GOOG.
【在 m*******i 的大作中提到】
: Google 上市时85卖掉的员工不知道现在啥想法。
|
M*****R
发帖数: 650 | 19 What if it's above $85 after Nov 11?
Buying LT ITM Put as married put is hardly cost-effective.
【在 g*s 的大作中提到】
: NOV 11 $85 put 23.50, 花23.50可以锁住￥61.50的价钱啊；昨天可以锁住￥65的价钱
: 泥。
|
g*****g
发帖数: 34805 | 20 Buy a 6month $85 put, and short a 6 month $85 call.
Simple collar strategy to lock the price.
environment.
【在 t****n 的大作中提到】
: Employee who has vested majority of granted options shall quit immediately
: after the IPO.
: Maybe the only way to lock the option gain in current economical environment.
|
|
|
i**p
发帖数: 940 | 21 quit后买put option应该可以（本人对此话不负责）。但值得吗？对lnkd和这个bubble
这么没有faith？
【在 t****n 的大作中提到】
: You can not buy put to protect even after you quit?
|
j********9
发帖数: 469 | 22 that's why you need to quit.
然后就可以对冲了
【在 t*********e 的大作中提到】
: Some company do not allow buying put of its own stock. It may be against SEC
: 's rules. Long term put is also quite expensive.
|
o****e
发帖数: 4946 | 23 已有三个叫兽(Yale, Columbia)写了篇paper, 用数学model证明了lnkd有很大bubble再
里面
bubble
【在 i**p 的大作中提到】
: quit后买put option应该可以（本人对此话不负责）。但值得吗？对lnkd和这个bubble
: 这么没有faith？
|
a*****e
发帖数: 911 | 24 if so:
- if price < $85, u can possible gain.
- if price >= $85, how can u gain?
【在 g*****g 的大作中提到】
: Buy a 6month $85 put, and short a 6 month $85 call.
: Simple collar strategy to lock the price.
:
: environment.
|
G*M
发帖数: 6042 | 25 You forgot the stock held by the employees.
The real problem is that, say if you have $2M company stock, do you
have enough margin to do the option trade?
【在 a*****e 的大作中提到】
: if so:
: - if price < $85, u can possible gain.
: - if price >= $85, how can u gain?
|
g*s
发帖数: 2277 | 26 借钱啊，6个月6%了不起了。。。
【在 G*M 的大作中提到】
: You forgot the stock held by the employees.
: The real problem is that, say if you have $2M company stock, do you
: have enough margin to do the option trade?
|
i***1
发帖数: 2534 | 27 bubble迟早会爆掉，就看谁是最后一棒，之前的都可以赚钱。。。
换个角度看，股票市场里总的钱数是一定的，有人捞钱，一定是捞的其他人的钱。
lnkd撑多久完全看华尔街犹太人啥时把股票出手。 早点套现是最明智的
bubble
【在 i**p 的大作中提到】
: quit后买put option应该可以（本人对此话不负责）。但值得吗？对lnkd和这个bubble
: 这么没有faith？
|
S**********r
发帖数: 1410 | 28 why bother a math model? its P/E ratio (1000+) tells all.
【在 o****e 的大作中提到】
: 已有三个叫兽(Yale, Columbia)写了篇paper, 用数学model证明了lnkd有很大bubble再
: 里面
:
: bubble
|
G*M
发帖数: 6042 | 29 假设你能借50万，结果股票3个月内涨到到150，你就Margin Call了。把借的钱赔了以
后，6个月
以后，股票可以卖了，价格只有10块了，怎么办？
【在 g*s 的大作中提到】
: 借钱啊，6个月6%了不起了。。。
|
o****e
发帖数: 4946 | 30 那篇paper主要是讲一个generic model可以in real time判断一个股票是否有buddle
lnkd只是用来验证拿个model的例子之一
btw, P/E doesn't neccessarily tell everyting, 不然的话赚钱就太容易了，也没必要
那么多叫兽研啥的究股市了
【在 S**********r 的大作中提到】
: why bother a math model? its P/E ratio (1000+) tells all.
|
|
|
g*s
发帖数: 2277 | 31 只买PUT没这个问题吧
【在 G*M 的大作中提到】
: 假设你能借50万，结果股票3个月内涨到到150，你就Margin Call了。把借的钱赔了以
: 后，6个月
: 以后，股票可以卖了，价格只有10块了，怎么办？
|
a*****e
发帖数: 911 | 32 是不是可以在RSU的broker那里做OPTION？比如有的公司用etrade做RSU的broker。如
果可以，是不是就可以避免你说的这个问题？还是因为这个半年的限制，还是会被
MARGIN CALL？
【在 G*M 的大作中提到】
: 假设你能借50万，结果股票3个月内涨到到150，你就Margin Call了。把借的钱赔了以
: 后，6个月
: 以后，股票可以卖了，价格只有10块了，怎么办？
|
S**********r
发帖数: 1410 | 33 then you didn't communicate clearly in your last post.
we are talking about LinkedIn case.
必要
【在 o****e 的大作中提到】
: 那篇paper主要是讲一个generic model可以in real time判断一个股票是否有buddle
: lnkd只是用来验证拿个model的例子之一
: btw, P/E doesn't neccessarily tell everyting, 不然的话赚钱就太容易了，也没必要
: 那么多叫兽研啥的究股市了
|
t****n
发帖数: 324 | 34 After quit, one shall be able to use the same brokage account which holds
the granted options to hedge. Unless it is not allowed.
【在 a*****e 的大作中提到】
: 是不是可以在RSU的broker那里做OPTION？比如有的公司用etrade做RSU的broker。如
: 果可以，是不是就可以避免你说的这个问题？还是因为这个半年的限制，还是会被
: MARGIN CALL？
|
