Episode #107: Jonah Lupton on Research, Portfolio Building, and Risk Management
Confessions Of A Market Maker
The Pros and Cons of SBC Stock Based Compensation
SBC is a non-cash way to compensate employees so especially if companies are still losing money you're burning less cash but these companies certainly got carried away with it. SBC at some of these companies has just gotten out of control to the point where in some instances it's 30 to 40 percent of revenues and then you look at that as a percentage of market cap. John: I think cybersecurity software might be the worst with SBC even more than like Square fintech or Draft Kings.
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