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My approach to selling cash secured puts without getting reckless

J
Jun 24, 2026 · 15:06

LEAP ITM 17th June 2027 Put options on $CMG are looking good. At $32.50 with a $5.30 premium for an 18.7% annualized.

Chipotle remains a great business with a long growth runway. Current forward P/E at 26x with future growth prospects of 15% for the upcoming years. If inflation persist this could keep sideways for a while.

Here's the strategy:

* When you found a business around fair value and you want to buy it cheaper. Go 10% - 20% under their current share price and take around 3 months in time decay.
* Or, go for a LEAP which is around 12 months in time decay and take the slight ITM strike price for a better premium.

Only do this with businesses you’re intended to own and that are of high quality. Always take into consideration they are either:

* Fairly or undervalued
* Or, technical analysis supports it.

$CMG is currently a great example. They are around fair valuation and support is touched 3 times at or around $30.

Waiting for a stock to buy at an even cheaper price and getting paid for it… You’ve got to love it!