No. of Recommendations: 12

=--- expired ----= =--- assigned -----= =------- total --------=
tick exp strike b-a cash p/day CAGR cash p/day CAGR days disc cash p/day diff cont

PCTY 06-21 110.0 2.45 240.50 48.10 551% 1488.50 297.70 999% 5 2.5% 1729.00 345.80 519% 1
MDB 07-12 172.5 7.35 730.50 28.10 88% 656.00 25.23 226% 26 4.4% 1386.50 53.33 -10% 1
TEAM 06-28 132.0 3.25 320.50 26.71 114% 184.50 15.38 232% 12 2.5% 505.00 42.08 -42% 1
CYBR 06-28 133.0 2.80 275.50 22.96 92% 250.50 20.88 245% 12 2.1% 526.00 43.83 -9% 1
TWLO 07-05 144.0 4.20 415.50 21.87 78% 365.50 19.24 194% 19 3.0% 781.00 41.11 -12% 1
OKTA 07-05 132.0 4.10 405.50 21.34 85% 293.50 15.45 187% 19 3.1% 699.00 36.79 -28% 1
QCOM 06-28 70.0 1.30 255.50 21.29 77% 236.50 19.71 200% 12 1.9% 492.00 41.00 -7% 2
DOMO 07-19 30.0 1.65 655.50 19.86 91% 484.50 14.68 203% 33 5.7% 1140.00 34.55 -26% 4
AVLR 07-19 70.0 3.00 595.50 18.05 65% 478.50 14.50 143% 33 4.4% 1074.00 32.55 -20% 2
ZS 06-28 80.0 2.15 210.50 17.54 131% 218.50 18.21 446% 12 2.7% 429.00 35.75 4% 1

The top pick, PCTY, is a curious case, the bid ask spread is 0.05 - 4.80 which means it might not be available at the suggested midpoint premium of 2.45. This is the reason to check on the option before buying the stock.

While PCTY does not seem to be neither a Saul nor an NPI pick it has been talked about superficially at NPI https://boards.fool.com/shop-or-sq-should-totally-34137087.a... and more in depth at Saul's https://boards.fool.com/paylocity-pcty-research-and-analysis... It will be my first choice.

My second choice is CYBR which has also been looked at Saul's

https://boards.fool.com/cybr-cyberark-34214033.aspx?sort=who...
https://boards.fool.com/cybr-analysis-deep-dive-34142669.asp...
https://boards.fool.com/bbn-i-like-4-companies-which-one-341...

Denny Schlesinger
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