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TIP550: Masterclass w/ Mohnish Pabrai
We Study Billionaires - The Investor’s Podcast Network
The Importance of Stock Based Compensation in Silicon Valley
NDR has been doing a wonderful job buying back shares. They've also been deluding some of the shares, giving to shares to management and whatnot. Do you have a threshold for how much shareholder dilution you will tolerate in companies you invest in? Well, we would ideally like compensation. I think you can set compensation and incentives quite well without giving out equity.
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