- Entry
- $439.61
- Final
- $487.28 +10.8%
- Target
- —
- Score
- +1.00
Simple thesis: 1. SaaSpocalypse fears are over blown. 2. These companies have very strong balance sheets and competitive moats, 3. Their expertise and data repositories will make them relative winners when (not if) they integrate AI technologies into their offerings. My thesis is stronger for MCO than TRI but MCO spread is more expensive and I'm already long TRI. Thoughts?
— ORIGINAL POST ·
Considering $95/115 debit call spread on TRI or $470/500 spread on MCO
· r/options
· Apr 13, 2026