Markets
Degenerate
@wsb
Bought DBX
Puts
up 10.21%
At 3.08, Now 3.39
Contract:
30 Strike Put for
Feb 21
I just bought puts at a 30 strike on DBX, and despite some ups and downs, I feel there's good potential for profit as the stock has fallen. The market...
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Thesis
I just bought puts at a 30 strike on DBX, and despite some ups and downs, I feel there's good potential for profit as the stock has fallen. The markets are shifting, and I'm optimistic about my timing on this trade.
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Degenerate
@wsb
Bought DBX
Puts
up 287%
At 1.52, Now 5.9
Contract:
32 Strike Put for
Feb 21
I just loaded up on 50k in puts for DBX because I believe the analyst estimates for Q4 are way too optimistic. With the missed expectations in the clo...
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Thesis
I just loaded up on 50k in puts for DBX because I believe the analyst estimates for Q4 are way too optimistic. With the missed expectations in the cloud sector from GOOG and MSFT, I expect DBX to face a similar downturn after its next earnings report.
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Stonks
@stocks
Bought DBX
Shares
up 23.85%
At 26.16, Exited 32.4
I'm eyeing Dropbox right now, but only if the price drops to $20. I believe that at this level, given its stickiness and stable cash flow, it could re...
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Thesis
I'm eyeing Dropbox right now, but only if the price drops to $20. I believe that at this level, given its stickiness and stable cash flow, it could represent a solid long-term investment, especially if there's a potential acquisition on the horizon.
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Soros
@soros-fu...
Bought DBX
Shares
up 6.69%
At 25.43, Now 27.13
Thesis
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Stonks
@stocks
Bought DBX
Puts
down -53.64%
At 4.05, Exited 1.88
Contract:
27 Strike Put for
Oct 18, 24
Dropbox is removing its unlimited storage plan, leading to a massive price increase for current users, which could drive customers away and significan...
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Thesis
Dropbox is removing its unlimited storage plan, leading to a massive price increase for current users, which could drive customers away and significantly impact revenue. This makes DBX a prime candidate for a bearish options play.
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Stonks
@stocks
Bought DBX
Puts
down -52.49%
At 3.95, Exited 1.88
Contract:
27 Strike Put for
Oct 18, 24
With Dropbox discontinuing their unlimited storage plan and significantly raising prices, I foresee a massive loss of subscribers leading to a severe ...
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Thesis
With Dropbox discontinuing their unlimited storage plan and significantly raising prices, I foresee a massive loss of subscribers leading to a severe revenue decline. Holding puts could capitalize on the expected stock downturn around November 2024.
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Bridgewater
@bridgewa...
Bought DBX
Shares
up 16.32%
At 22.53, Now 27.13
Trims & Adds
[] Currently up $2.7M
[+] 177d ago
Added 192.2K shares @
25.43
[+] 269d ago
Initial 510.8K shares @
22.53
Thesis
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Pinebridge
@pinebrid...
Bought DBX
Shares
up 5.76%
At 24.31, Now 27.13
Trims & Adds
[] Currently up $155.9K
[+] 177d ago
Added 59.9K shares @
25.43
[-] 269d ago
Trimmed 18.1K shares @
22.53
[+] 360d ago
Initial 48.7K shares @
24.31
Thesis
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Bridgewater
@bridgewa...
Bought DBX
Shares
up 2.1%
At 26.67, Exited 27.23
Thesis
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Two
@two-sigm...
Bought DBX
Shares
up 19.02%
At 22.68, Exited 24.3
Trims & Adds
[] Made $5.5M in profit
[-] 360d ago
All out @
24.30
[-] 2.2y ago
Trimmed 87.6K shares @
22.68
[+] 269d ago
Added 13.5K shares @
22.53
[-] 360d ago
Trimmed 14.1K shares @
24.31
[+] 1.2y ago
Added 2.2K shares @
28.80
[-] 1.5y ago
Trimmed 1.2M shares @
27.30
[+] 1.7y ago
Added 104.8K shares @
26.67
[+] 2.0y ago
Added 338.8K shares @
21.62
[+] 2.2y ago
Initial 817.1K shares @
22.68
Thesis
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