Franklin Parlamis on ServiceNow: Sohn San Francisco Conference 2018

We're posting up notes from the Sohn San Francisco 2018 investment conference.  Next up is Franklin Parlamis of Aequim Alternate Investments who pitched a ServiceNow (NOW) trade.


Franklin Parlamis's Sohn San Francisco Presentation: ServiceNow (NOW)

Presentation called “Volatility Exposure without the burn”.  Talked about ServiceNow (NOW) long converts and short stock as a way to play the volatility trade.  Focused on in-the-money converts versus in-the-money LEAPs.  Said it's cheap because big funds are selling to small arbs.


Be sure to check out the rest of the Sohn San Francisco 2018 presentations.