A potential danger to America I didn't consider till now. The Bay Area seems to be less attractive to founders. What if this makes America as a country less attractive to immigrant founders? What if instead of going to another US city, they don't go to the US at all?
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But it has the potential to be something even bigger: the Netflix of productivity.
Our report and a thread 👉
We believe @seqouia and @steadfast got a good deal buying into Zapier at $5B.
We value Zapier at $7B based on:
- 30-50% YoY growth over the next five years
- Zapier’s monopoly status in the solopreneur/SMB market
- 30-40% YoY growth of no-code TAM
No-code is huge and growing, but as @edavidpeterson has written, no-code is about more than tools: it’s about a philosophy that emphasizes interoperability and customizing your software to your needs.
https://t.co/UJY6BRtXwl
Trying this on for size\u2026
— David Peterson (@edavidpeterson) January 14, 2021
\u201cNo code\u201d isn\u2019t a coherent category. It\u2019s a design philosophy.
But tools built with this philosophy in mind will be the biggest winners of the next decade.
Let me explain what I mean by way of analogy.
.@zapier enabled interoperability by building a solution to one of the intractable problems in SaaS: APIs that don’t talk to each other.
The product took off and hit $100M ARR in just 9 years, comparable to companies that have raised 100x as much money.
https://t.co/0Thk42eRpJ
Ever notice that Zapier is doing $100m+ and has no direct competition? Found their niche and crushed it \U0001f44c
— Tyler Tringas (@tylertringas) November 7, 2019
Zapier was riding an explosion in APIs that started the same year they were founded—2011.
Suddenly, every SaaS business wanted to offer its users extensibility, but not spend time figuring out what integrations to build or building them.
That’s where Zapier came in handy.
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Curated the best tweets from the best traders who are exceptional at managing strangles.
• Positional Strangles
• Intraday Strangles
• Position Sizing
• How to do Adjustments
• Plenty of Examples
• When to avoid
• Exit Criteria
How to sell Strangles in weekly expiry as explained by boss himself. @Mitesh_Engr
• When to sell
• How to do Adjustments
• Exit
1. Let's start option selling learning.
— Mitesh Patel (@Mitesh_Engr) February 10, 2019
Strangle selling. ( I am doing mostly in weekly Bank Nifty)
When to sell? When VIX is below 15
Assume spot is at 27500
Sell 27100 PE & 27900 CE
say premium for both 50-50
If bank nifty will move in narrow range u will get profit from both.
Beautiful explanation on positional option selling by @Mitesh_Engr
Sir on how to sell low premium strangles yourself without paying anyone. This is a free mini course in
Few are selling 20-25 Rs positional option selling course.
— Mitesh Patel (@Mitesh_Engr) November 3, 2019
Nothing big deal in that.
For selling weekly option just identify last week low and high.
Now from that low and high keep 1-1.5% distance from strike.
And sell option on both side.
1/n
1st Live example of managing a strangle by Mitesh Sir. @Mitesh_Engr
• Sold Strangles 20% cap used
• Added 20% cap more when in profit
• Booked profitable leg and rolled up
• Kept rolling up profitable leg
• Booked loss in calls
• Sold only
Sold 29200 put and 30500 call
— Mitesh Patel (@Mitesh_Engr) April 12, 2019
Used 20% capital@44 each
2nd example by @Mitesh_Engr Sir on converting a directional trade into strangles. Option Sellers can use this for consistent profit.
• Identified a reversal and sold puts
• Puts decayed a lot
• When achieved 2% profit through puts then sold
Already giving more than 2% return in a week. Now I will prefer to sell 32500 call at 74 to make it strangle in equal ratio.
— Mitesh Patel (@Mitesh_Engr) February 7, 2020
To all. This is free learning for you. How to play option to make consistent return.
Stay tuned and learn it here free of cost. https://t.co/7J7LC86oW0