Weekly: One lump or two? TLT TWLO BRKB ULTA

In the old days of sugar bowls, the question for coffee or tea drinkers was sometimes "one lump or two." This week I took a some lumps in TLT, TWLO, and did damage control on BRKB. Overall, it was a quiet week of trading. I take a new long position in ULTA. 

During the fall months, I have less time for markets, so I am doing fewer trades. For TWLO there was a double whammy of more stock for sale, and disappointing earnings.

Here are the trades (c = calls, p = puts, all are third week expiration unless noted, sell means sell-to-open, cover means buy-to-close, number is price per contract):

Mon 10/10/16 Cover TLT Oct 133 p 129 about a 500% loss

Sell FB Oct 125 p 25

Sell TWLO Oct 60 c 22

Tue Sell BRKB Oct 146 c 45

Thu Cover TWLO Oct 50 p 340 about a 750% loss

Sell BRKB Nov 145 c 157 rebalance

Fri Sell BRKB Nov 135 p 55 rebalance

Sell ULTA Nov 230 p 70