
Mike from Non-Gaap on the Corporate Dark Arts
Yet Another Value Podcast
The Importance of Compensation in a Busted IPO
Busted IPOs are a lot like spinoffs, right? Like when it's busted, suddenly like everyone that was previously there is gone. They want to get out. It makes you, you know, focus on first principles. You try to do realignment. And I'm sure they'll get arbed out. In the meantime, it's a decent place to fish for ideas. Yep. No, look, I think that's incredibly interesting. Most of the situations, I think, have focused on either kind of the biotech slash pharma side or software slash technology side,. Or is this because these companies were particularly unique beneficiaries of COVID? So kind of in the March,
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