10 Commandments of ATM Strategy

Option Series Diamond - Cashflow Strategies & Risk Management

Introduction

Start here - Your first step
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Introduction to the course (10:30)
How to understand the figures : A walk-through (18:50)
Course feedback

Special Beginners Weekend (12 to 14 March 2021)

Day 1 - Introduction; Long call; Long put; Short call; Short put; MWS framework (157:56)
Day 2 - Recap; MWS framework; Valuation example practical; Delta; Covered call; Selling puts; Buying calls (194:46)
Day 3 - Practical options (bid/offer/commission); MWS holistic framework; Exercise & assignments; FB questions (176:58)

Option Basics

Option Basics - Part 1 (61:49)
Option Basics - Part 2 (66:58)
Option Basics - Part 3 (59:13)
Option Basics - Part 4 (89:19)
Option Basics - Part 5 (69:58)
Option Basics - Part 6 (70:40)
Option Basics - Part 7 (67:49)

How we think of options

Time Value of Money (12:20)
How Mr. Buffett thinks of Option Premiums (20:04)
How we use options to model Buffett's thought process (12:04)
How To Increase Internal Rate Of Return (XIRR) while selling PUTs (12:02)
Alternate way to selling Puts : As learnt in March 2021 tutorial (31:04)

Option Implied Vol and Greeks

Option Implied Volatility (10:47)
Option Greeks_Delta (12:04)
Option Greeks_Gamma (13:14)
Option Greeks_Vega (12:28)
Option Greeks_Theta (10:01)

Option Payoff Diagrams / Risk Graphs

Payoff Diagrams_Risk Graphs (16:14)

Options - Important Considerations Before You Transact

Option Bid_Ask Spread (13:47)
Option Style_Option Settlement (9:46)

How businesses use options

Common uses of options by businesses (7:58)

Put-Call Parity & Applications

Put Call Parity (14:43)
Option Series_Synthetic Options (13:43)
Synthetic Stock Using Options
Option Series_Conversion (11:58)

Case Studies: Jumia

Jumia Option Trade (24:18)
Jumia Option Trade Adjustment 1 (14:32)
Jumia Option Trade Adjustment 2 & 3 (9:20)
Case Study Jumia Position Adjustment Long Call Purchase (8:01)

Case Studies: Thor

STOP Do not sell a covered call till you watch this Part 1 (15:40)
STOP Do not sell a covered call till you watch this Part 2 (13:49)
Case Study Thor Using Diagonal Spreads (18:27)

Get Creative With Option Combos

High IV Funding Leap CALLS with Short PUTS BRKB (14:49)

Long Term Returns / Calculating Option Returns / Tracking Option Float & Capital

The System - Part 1 (14:01)
The System - Part 2 (16:48)
How I track option float & compound it (20:03)

Case Study : JD.com - Selling Puts To Acquire Shares / Generate Float

Case Study JD (26:15)

Vertical Spreads

Debit Spreads (17:07)
Credit Spreads (7:14)
Using A Spread To Adjust A Position (16:08)
Legging Into A Spread (15:55)

Vertical Spreads - Combo - To Be Released

Condors - To Be Released
Iron Condors - To Be Released
Iron Albatros - To Be Released
Butterfly - To Be Released
Iron Butterfly - To Be Released

Case Studies: Berkshire Hathaway Call Option_High Reward To Risk

BRK_B Long Call Case Study (12:06)

Case Study: Insperity - Navigating Stock Price Crash After Selling PUTs

Case Study Insperity When Share Price Crashes Below Put Strike (19:44)

Delta Neutral (Theta Negative) Strategies

Straddle (24:00)
Strangle (12:46)
Delta Hedging of Strangles (13:14)
Guts - To Be Released
Straps - To Be Released
Strips - To Be Released
Ladder - To Be Released

Horizontal Spreads / Calendar Spreads

Calendar Spreads (42:10)
Diagonal Spreads (11:23)

Ratio Spreads & Applications- To Be Released

Vertical - Ratio Backspreads - To Be Released
Explosive Fly - To Be Released

Option Arbitrage Strategies - To Be Released

Reversals - To Be Released
Conversions - To Be Released
Box Spreads - To Be Released

Month 1 Release (Published June 2020)

What's Your System - Part 1 (14:01)
What's Your System - Part 2 (16:48)
How I track option float & compound it (20:03)
Case Study JD (26:15)
Debit Spreads (17:07)
Credit Spreads (7:14)
Using A Spread To Adjust A Position (16:08)

Month 2 Release (Published July 2020)

Legging Into A Spread (15:55)
BRK B Long Call Case Study (12:06)
Straddle (24:00)
Strangle (12:46)
How To Increase Internal Rate Of Return (XIRR) while selling PUTs (12:02)
Case Study Jumia Position Adjustment Long Call Purchase (8:01)

Month 3 Release (Published August 2020)

Delta Hedging of Strangles (13:14)
Calendar Spreads (42:10)

Month 4 Release (Published October 2020)

Diagonal Spreads (11:23)
Case Study Thor Using Diagonal Spreads (18:27)
Case Study Insperity When Share Price Crashes Below Put Strike (19:44)

Collar Strategy [Diamond only]

Part 1 (May 2021) - 1. Collar Strategy (18:02)
Part 1 (May 2021) - 2. Married puts - Introduction (5:03)
Part 1 (May 2021) - 3. Married puts - SPY case study (74:35)
Part 1 (May 2021) - 4. Considerations for buying puts (14:04)
Part 1 (May 2021) - 5. Discussions (21:03)
Part 2 (Jul 2021) - 1. Hedging with Married Puts (& Other Options) (63:25)
Part 2 (Jul 2021) - 2. Question and Answer (Q&A) (12:01)
Part 2 (Jul 2021) - 3. Ways to Reduce Risk or Fund The Puts (28:37)

ATM Strategy [Diamond only]

Instructions on joining "ATM Strategy" Whatsapp group
Part 1 (Jan 2022) - 1. Introduction (18:18)
Part 1 (Jan 2022) - 2. ATM Strategy - Introduction (16:00)
Part 1 (Jan 2022) - 3. ATM Strategy - Straddles (30:18)
Part 1 (Jan 2022) - 4. ATM Strategy - Q&A Part 1 (63:49)
Part 1 (Jan 2022) - 5. ATM Strategy - Rupam's actual positions (5:50)
Part 1 (Jan 2022) - 6. ATM Strategy - Q&A Part 2 (51:28)
Part 2 (Feb 2022) - 1. Expiry & settlement details - Part 1 (50:00)
Part 2 (Feb 2022) - 2. Expiry & settlement details - Part 2 (44:29)
Part 2 (Feb 2022) - 3. Payoffs of the straddles (73:46)
Part 2 (Feb 2022) - 4. Q&A (51:23)
Part 3 (Feb 2022) - 1. Derek's ATM Strategy backtesting (26:58)
Part 3 (Feb 2022) - 2. Q&A - Part 1 (53:38)
Part 3 (Feb 2022) - 3. Rupam's actual positions & executions (41:12)
Part 3 (Feb 2022) - 4. Q&A - Part 2 (49:25)
Part 4 (Feb 2022) - Starting Time Value vs Intrinsic Value on Settlement (66:35)
ATM Strategy Discussions
10 Commandments of ATM Strategy
Part 5 (Apr 2022) - 1. Introduction (7:59)
Part 5 (Apr 2022) - 2. Structure of Our Balance Sheet (4:40)
Part 5 (Apr 2022) - 3. Option Premium (Intrinsic Value VS Time Value) and Having a Correct Process (8:33)
Part 5 (Apr 2022) - 4. 10 Commandments of ATM Strategy (63:55)
Part 5 (Apr 2022) - 5. Q&A (64:47)
Part 6 (Jun 2022) - 1. Introduction (1:19)
Part 6 (Jun 2022) - 2. Quiz Time (31:53)
Part 6 (Jun 2022) - 3. The Big Picture (72:18)
Part 6 (Jun 2022) - 4. Q&A (43:29)
Part 7 (July 2022) - 1. Introduction (9:06)
Part 7 (Jul 2022) - 2. Case study on Joe's ATM transactions & template to track transactions (11:22)
Part 7 (Jul 2022) - 3. Rupam's comments on the ATM transactions (70:25)
Part 7 (July 2022) - 4. Q&A (47:54)
Part 8 (Aug 2022) - 1. Introduction (11:13)
Part 8 (Aug 2022) - 2. Recap of the concept : ATM strategy (28:53)
Part 8 (Aug 2022) - 3. The idea behind selling ITM options (69:03)
Part 8 (Aug 2022) - 4. Case study [Fredrik] & How to shift risk zones (27:05)
Part 8 (Aug 2022) - 5. Maximising yield on excess cash & Q&A (22:20)
Part 9 (Sep 2022) - 1. Breaking some myths about passive income (from Investing) (66:16)
Part 9 (Sep 2022) - 2. How changes in interest rates affect the ATM Strategy (55:50)
Part 9 (Sep 2022) - 3. Walk through of Rupam's ATM strategy progress (4:50)
Part 10 (Oct 2022) - 1. Final Wrap Up of the ATM Strategy (40:09)
Part 10 (Oct 2022) - 2. Q&A (62:23)
Part 11 (Mar 2023) - 1. Introduction (3:21)
Part 11 (Mar 2023) - 2. Navigating the ATM during low volatility (40:51)
Part 11 (Mar 2023) - 3.Parking unused cash and maximising yield (15:45)
Part 12 (Apr 2023) - 1. ATM lifebuoy (& sandwich) strategy - Introduction (by Kelvin Soh) (15:23)
Part 12 (Apr 2023) - 2. ATM lifebuoy (& sandwich) strategy - Comments & Q&A (by Rupam, Kelvin, etc) (76:15)
Part 13 (June 2023) - 1. How Do I Know My ATM Strategy Is Making Money (54:36)
Part 14 (Sep 2023) - 1. ATM Strategy measurement techniques - Intro & Recap of cost vs return on capital (9:08)
Part 14 (Sep 2023) - 2. ATM Strategy measurement techniques - Balance Sheet Approach - Easiest way to know if I am benefitting from ATM Strategy (52:45)
Part 14 (Sep 2023) - 3. ATM Strategy measurement techniques - How to think of the float relative to the cash balance today (57:39)
Part 15 (Feb 2024) - How the ATM strategy helps our Temperament, Antifragility and Cashflow Matching (110:17)

Bat Man Strategy

The Bat Man strategy (61:30)

The Makkari Strategy

Makkari Strategy (62:56)

The Dora Milaje Strategy

Dora Milaje Strategy (12:06)
How to buy US Treasury on Interactive Brokers (12:44)

007 Strategy [Diamond only]

007 Strategy Part 1 (May 2022) (173:53)
OS ATM & 007 Strategy WhatsApp Group Chat Transcript

Tutorials

July 2020_Tutorial_Part 1 (38:25)
July 2020_Tutorial_Part 2 (38:14)
July 2020_Tutorial_Part 3 (35:23)
August 2020_Tutorial (266:37)
Sep 2020_Tutorial_Part 1 (61:55)
Sep 2020_Tutorial_Part 2 (71:05)
Sep 2020_Tutorial_Part 3 (79:36)
Oct 2020_Tutorial_Part 1 (63:03)
Oct 2020_Tutorial_Part 2 (61:29)
Oct 2020_Tutorial_Part 3 (71:03)
Nov 2020_Tutorial_Part 1 (88:02)
Nov 2020_Tutorial_Part 2 (93:47)
Nov 2020_Tutorial_Part 3 (85:06)
Jan 2021 - Part 1 (of 3) - Jumia case study (99:26)
Jan 2021 - Part 2 (of 3) - Short squeeze, GameStop, Harnessing volatility (74:39)
Jan 2021 - Part 3 (of 3) - Buying Crowdstrike ATM call (98:52)
Feb 2021 - Dance of Put & Call (Facebook), Review of GME, etc (223:20)
Mar 2021 - Part 1 (of 6) - Introduction (22:55)
Mar 2021 - Part 2 (of 6) - Alternate ways of selling puts (31:04)
Mar 2021 - Part 3 (of 6) - Married puts (26:34)
Mar 2021 - Part 4 (of 6) - Collars (21:27)
Mar 2021 - Part 5 (of 6) - Case study - Position sizing, slicing & rebalancing (22:44)
Mar 2021 - Part 6 (of 6) - Other remarks & Q&A (18:04)
Apr 2021 - 1. Introduction (5:11)
Apr 2021 - 2. PAR Technology - Selling puts [Valerie] (34:00)
Apr 2021 - 3. Upwork - Current share price higher than intrinsic value [Max] (28:44)
Apr 2021 - 4. Wix - What to do if share price crashes [Johnny] (44:45)
Apr 2021 - 5. Sea Ltd - Trying to recover long call position with covered calls [Chen Chong] (31:43)
Apr 2021 - 6. How to interpret & use the greeks [Perlyn] (33:16)
May 2021 - 1. "Strategy" of buying ATM calls on QQQ (28:39)
May 2021 - 2. Executing multi-legged trades on Interactive Brokers [Clinton] (11:08)
May 2021 - 3. Dance of put & call - Fastly [BK] (50:47)
May 2021 - 4. Synthetic stock / Selling ITM put to fund OTM call - Fastly [BK] (56:12)
Jun 2021 - 1. Introduction (2:52)
Jun 2021 - 2. Option implied volatility & greeks [Recap] (50:20)
Jun 2021 - 3. How to park funds in US Treasuries (51:30)
Jun 2021 - 4. How to raise extra capital during market corrections [Chen Chong] (31:55)
Jun 2021 - 5. "Poor Man's Covered Calls" [Derek] (43:05)
Jul 2021 - 1. Selling covered calls (General, SEA Ltd, & Bank OZK) (39:29)
Jul 2021 - 2. Case study on SEA [Kelvin Soh] (49:16)
Jul 2021 - 3. Q&A and other comments (15:53)
Aug 2021 - 1. Introduction (11:41)
Aug 2021 - 2. Taxes, transaction expenses & termites (27:04)
Aug 2021 - 3. Case study - Intellicheck Inc (IDN) [John Kong] (28:53)
Aug 2021 - 4. Freeing up capital without capping upside or increasing risk (79:52)
Sep 2021 - 1. Introduction (11:49)
Sep 2021 - 2. Taxes on options (44:15)
Sep 2021 - 3. Case study on Crowdstrike [Han Jie] (24:43)
Sep 2021 - 4. Case study on SEA Ltd [Han Jie] (8:19)
Sep 2021 - 5. Case study on SEA Ltd [Mark Teo] (7:20)
Sep 2021 - 6. Rolling of puts [Max Jimenez Pastran] (13:47)
Sep 2021 - 7. Q&A session (49:25)
Oct 2021 - 1. Introduction (13:02)
Oct 2021 - 2. First principle concepts (66:46)
Oct 2021 - 3. Case study - StoneCo dance of puts & calls [Apurva Jain] (55:32)
Oct 2021 - 4. Evaluating tax deferral schemes [Capstone bonus] (30:08)
Nov 2021 - 1. Introduction & recap of key investing concepts (18:07)
Nov 2021 - 2. Taking a ride in a time machine (12:49)
Nov 2021 - 3. How to generate cash for new opportunities (72:39)
Nov 2021 - 4. [Bonus] New developments in Options markets (66:01)
Feb 2022 - 1. Introduction (1:18)
Feb 2022 - 2. Quiz Time : Greeks (49:55)
Feb 2022 - 3. Quiz Time : Payoff Diagrams (46:53)
Feb 2022 - 4. IB Walkthrough (10:40)
Mar 2022 - 1. Introduction (1:33)
Mar 2022 - 2. Quiz Time (92:53)
Mar 2022 - 3. Individual Event Outcome (Luck) VS. Cumulative Effect (Process) (14:35)
Apr 2022 - 1. Option Spreads: Inflexion Points (57:59)
Apr 2022 - 2. IB Walkthrough: What If Analysis (21:23)
Apr 2022 - 3. Understanding Intrinsic Value of A Business (53:28)
Apr 2022 - 4. Q&A Session (3:28)
Apr 2023 - 1. Introduction (12:03)
Apr 2023 - 2. The Big Picture of Long Term Wealth Compounding (15:03)

The Not So Sexy Secrets of Investing Webinar (21 Oct 2021)

1. Introduction, undervalued StoneCo & reverse valuation (34:25)
2. "Not So Sexy" Secrets of Investing - Insurance, options & our investment results (52:17)
3. "Not So Sexy" Secrets of Investing - Tax & Leakage (22:44)
4. Our investing framework and educational programs (25:48)
5. Q&A session & investment returns of MRS companies (39:54)

Strategies For Dealing With Market Volatility Webinar (16 Dec 2021)

Introduction (10:32)
Basics of options (43:58)
#1 - Generating returns on excess cash when stocks are overvalued (18:10)
#2 - Generating cashflows to fund undervalued opportunities when low on cash (26:05)
MoneyWiseSmart's investment track record (8:55)
Cloning superinvestors (8:35)
Options Q&A (9:50)

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10 Commandments of ATM Strategy

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