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PopperChopper OP t1_iuhhtmy wrote

Reply to comment by gamesexposed in $ABNB puts or calls? Earnings play. by PopperChopper

To be completely honest with you, the fact that everyone here is a little bit iffy on the play absolutely fuels my confirmation bias

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gamesexposed t1_iuhi0sw wrote

Believe it or not, there's some well aged brain wrinkles around these parts...

But hey, you do you and godspeed fellow crayon enjoyer

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PopperChopper OP t1_iuhinf5 wrote

Well the only substantive counterpoint someone has put forward so far is that October is typically their best earnings coming off of the summer month. Which I have already taken into account. It may be enough to maintain or elevate the current market sentiment. However overall I think there are currently more things working against that overall sentiment then for it. Obviously it’s a getting game however I don’t think anyone has provided any points that renders the theory meritless

Edit: EPS estimates also look particularly high this quarter

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