1. Breach disclosed on a Friday. 2. The data about 500m people DOES NOT belong to their guests, but to Marriott. They have every right to allow it be compromised. 3. Breach unlikely to be costly, and affect stock price. 4. Other hotel chains should consider incident response.https://twitter.com/MarriottIntl/status/1068460980621971456 …
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e.g. let's say you invest $1 per basis point loss after a breach announcement, just to keep math simple. Multiply by the size of the reaction, so a 5% dip means you invest $500, then sell when the stock recovers to the price it would be if it had followed the sector.
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Curious... did you buy SuperMicro’s stocks back in October. According to Bloomberg/Businessweek they facilitated a bunch of data breaches.
pic.twitter.com/5JRQdVbUc1
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It seems that most of the reactions are either non-existent, or very small. So the strategy seems to be getting sucked into investing in random stocks. I think putting (date & value) thresholds on the trades will clarify whether it beats the market.
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That conclusion doesn't seem to match the numbers you posted, or other analyses I've seen. Still, I'm putting my money where my mouth is on this, I think it will outperform

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