We're posting up notes from the Sohn San Francisco 2018 investment conference. Next up is Franklin Parlamis of Aequim Alternate Investments who pitched a ServiceNow (NOW) trade.
Franklin Parlamis's Sohn San Francisco Presentation: ServiceNow (NOW)
Presentation called “Volatility Exposure without the burn”. Talked about ServiceNow (NOW) long converts and short stock as a way to play the volatility trade. Focused on in-the-money converts versus in-the-money LEAPs. Said it's cheap because big funds are selling to small arbs.
Be sure to check out the rest of the Sohn San Francisco 2018 presentations.
Wednesday, October 31, 2018
Franklin Parlamis on ServiceNow: Sohn San Francisco Conference 2018
blog comments powered by Disqus
