ITPM Flash Ep82 Deal or No Deal
Update: 2025-07-09
Description
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Markets are ripping, earnings are strong, and a new takeover rumor has caught Ben Berggreen's attention. In episode of ITPM Flash, Ben kicks things off with a quick macro rundown—tech and cyclicals are pushing new highs despite soft economic data. Then he dives into a fresh long idea: Papa John’s. The stock is trading well below its 2021 peak, but a potential $2B buyout and improving fundamentals—margin expansion, tech initiatives, and accelerating EPS growth—make it a compelling setup. Ben outlines a defined-risk call spread aimed at capturing upside if the deal gains momentum. Enjoy the episode!
Comments
In Channel