$CSOD 5/15 $32.50 calls - 4 days after earnings. Today, there was an $80k OTM earnings bet, now why is this interesting?

Well this is a low volume stock, which means it is odd to have such a large volume buy on this stock which leads me to believe that this bet was an insider, and they know how the earnings report will go.

CSOD is a cloud-based learning & talent management company, obviously this virus gives them an activity boost, we will get to that soon; However, last conference call this quote is very interesting:

we have not modeled any of the potential revenue opportunities in determining the medium term value of the deal.

This is in reference to Saba, a newly acquired business that will do this for CSOD:

Our new company will have more software developers, more talent specialists and more expertise to support an expanded client community of over $75 million users in approximately 7,000 organizations of all sizes around the globe. and By way of background, Saba has a complimentary product portfolio to Cornerstone with approximately 3,300 clients and a global revenue footprint in 2019 of over $260 million. The company today looks very different from the last time they were visible in the public markets. You might remember that they went private in 2015 after a long history as a learning management company.

Oh so that isn't enough to convince you? Well how about this:

The logins from 40 percent of Cornerstone Learning clients rose during March compared to February. The average company’s logins spiked 135 percent.

By industry, login increases came from nearly 60 percent of healthcare clients and 50 percent of those in public administration, education and non-profits.

Cornerstone found a 50-percent increase in the number of companies transitioning their in-person training to online formats. The verticals most affected were healthcare, finance and education.

The increased focus on online learning is global. Organizations in Spain, Germany and the Netherlands generated a near-doubling of their LMS usage January to March. In South Korea, there was a five-fold increase.

Okay so the stats are telling us that $CSOD is experiencing unprecedented activity on their platforms. On a macro-scale, the US school system is already deciding to be remote for the second-half of 2020. This will be continued activity for $CSOD, AND on-top of that, they just finalized this acquisition of Saba which the following is not known publicky: potential revenue growth from this acquisition hasn't even been modeled!?

This leads me to believe that an insider has learned of the potential growth prospects over two major catalysts for CSOD: a) increased activity due to CORVID-19 & b) Saba revenue potenial models. Point A is important because of Snapchat, wait until they release new subscription numbers and activity impressions. Point B is important because investors have no clue what to expect, volatility will be here shortly.

TLDR: $CSOD is incredibly undervalued at its current price of $30.69, before the crash they had a pretty steady share range of $55-$60. With the acquisition of Saba and their metrics through the fuckin' roof, they are going to be above $35-$40 by June (as long as we don't crash again xD).

$CSOD May 15 - $32.50 calls

you're welcome for at least 100% gains, enjoy some burger king with me come May 11th

edit: yes I misspelled the ticker on the title, but im drunk off tequila because of my $INTC put prediction payoff