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ITPM Flash Ep82 Deal or No Deal
Manage episode 493532937 series 2467143
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Markets are ripping, earnings are strong, and a new takeover rumor has caught Ben Berggreen's attention. In episode of ITPM Flash, Ben kicks things off with a quick macro rundown—tech and cyclicals are pushing new highs despite soft economic data. Then he dives into a fresh long idea: Papa John’s. The stock is trading well below its 2021 peak, but a potential $2B buyout and improving fundamentals—margin expansion, tech initiatives, and accelerating EPS growth—make it a compelling setup. Ben outlines a defined-risk call spread aimed at capturing upside if the deal gains momentum. Enjoy the episode!
163 에피소드
Manage episode 493532937 series 2467143
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Markets are ripping, earnings are strong, and a new takeover rumor has caught Ben Berggreen's attention. In episode of ITPM Flash, Ben kicks things off with a quick macro rundown—tech and cyclicals are pushing new highs despite soft economic data. Then he dives into a fresh long idea: Papa John’s. The stock is trading well below its 2021 peak, but a potential $2B buyout and improving fundamentals—margin expansion, tech initiatives, and accelerating EPS growth—make it a compelling setup. Ben outlines a defined-risk call spread aimed at capturing upside if the deal gains momentum. Enjoy the episode!
163 에피소드
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