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】![](/moin_static193/solenoid/img/up.png) : joking? quit了也不能卖。
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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】![](/moin_static193/solenoid/img/up.png) : 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.
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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】![](/moin_static193/solenoid/img/up.png) : who told u so?
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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】![](/moin_static193/solenoid/img/up.png) : 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.
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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】![](/moin_static193/solenoid/img/up.png) : 买它的PUT OPTION就可以LOCK呀,可以LOCK60多块泥 : : environment.
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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】![](/moin_static193/solenoid/img/up.png) : 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.
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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】![](/moin_static193/solenoid/img/up.png) : 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
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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】![](/moin_static193/solenoid/img/up.png) : 买它的PUT OPTION就可以LOCK呀,可以LOCK60多块泥 : : environment.
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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】![](/moin_static193/solenoid/img/up.png) : 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.
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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】![](/moin_static193/solenoid/img/up.png) : 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。
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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】![](/moin_static193/solenoid/img/up.png) : 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.
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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】![](/moin_static193/solenoid/img/up.png) : 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.
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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】![](/moin_static193/solenoid/img/up.png) : 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?
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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】![](/moin_static193/solenoid/img/up.png) : Google 上市时85卖掉的员工不知道现在啥想法。
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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】![](/moin_static193/solenoid/img/up.png) : 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。
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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】![](/moin_static193/solenoid/img/up.png) : 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.
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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】![](/moin_static193/solenoid/img/up.png) : You can not buy put to protect even after you quit?
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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】![](/moin_static193/solenoid/img/up.png) : 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.
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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】![](/moin_static193/solenoid/img/up.png) : 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?
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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】![](/moin_static193/solenoid/img/up.png) : Buy a 6month $85 put, and short a 6 month $85 call. : Simple collar strategy to lock the price. : : environment.
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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】![](/moin_static193/solenoid/img/up.png) : if so: : - if price < $85, u can possible gain. : - if price >= $85, how can u gain?
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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】![](/moin_static193/solenoid/img/up.png) : 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?
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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】![](/moin_static193/solenoid/img/up.png) : 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?
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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】![](/moin_static193/solenoid/img/up.png) : 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
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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】![](/moin_static193/solenoid/img/up.png) : 借钱啊,6个月6%了不起了。。。
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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】![](/moin_static193/solenoid/img/up.png) : why bother a math model? its P/E ratio (1000+) tells all.
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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】![](/moin_static193/solenoid/img/up.png) : 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?
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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】![](/moin_static193/solenoid/img/up.png) : 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?
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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】![](/moin_static193/solenoid/img/up.png) : 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
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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】![](/moin_static193/solenoid/img/up.png) : 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?
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