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Value After Hours S06 E16: Zeke Ashton on value investing in the early 2000s and his return

The Acquirers Podcast

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Navigating Stock-Based Compensation and Proxy Alignment

The chapter explores the complexities of investing in visionary companies amidst the impacts of stock-based compensation. Discussions range from aligning executive compensation with long-term results to strategies for evaluating stocks through position sizing and portfolio weighting. Insights on short selling, put options, and the shift in perspective towards analyzing long positions from a short seller's viewpoint provide a comprehensive look at navigating the intricacies of compensation schemes and investment strategies.

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