Allergy To Certainty (guest: Rupert Mitchell)
The Market Huddle
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Analyzing Stock-Based Compensation in Tech Financials
This chapter critiques the presentation of financials by tech companies, particularly Uber, through adjusted EBITDA, highlighting the hidden losses linked to stock-based compensation. It also explores the dynamics of SaaS companies in ETF structures, discussing how equal weight distribution can reduce risks from major players.
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