hkgj t1_iudmzkk wrote on October 30, 2022 at 3:16 PM

What you all think bout Airbnb puts ?

-HotterThanSauce- t1_iudohz5 wrote on October 30, 2022 at 3:26 PM

I know I’ve personally used them less than I used to. I just booked with VRBO for the second time last night.

Garbadaargh t1_iue42dj wrote on October 30, 2022 at 5:14 PM

Gamble.

I'm thinking they'll beat the current Q3 earnings estimates, but forward guidance might not be so good with rising prices and lots of competition.

ItsTreganometry t1_iuecfs1 wrote on October 30, 2022 at 6:08 PM

I have a bad feeling they will beat earnings so me personally I’m selling the puts I have..

Bryguy3k t1_iuf0uj5 wrote on October 30, 2022 at 8:49 PM

Too much airbnb put talk for the past 2-3 weeks. Check the volumes and IV and see if there are any deals in there. Given the amount of conversation volume on WSB I would be cautious that a lot of its movement may already be priced in.