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BlackRock Reduces Risk, Apple Reaction, the Case for eBay, Yield Curve Un-Inverts

The Compound and Friends

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Stock Compensation and Shareholder Concerns

This chapter analyzes the effects of stock-based compensation on shareholder returns, particularly focusing on tech companies in the Russell 3000. It highlights the challenges faced by firms like Snap and Twilio in managing share dilution while contrasting their performance with successful giants like Microsoft and Apple. The discussion also touches on Apple's recent product announcements and the implications of AI for future sales, exploring investor sentiments and market reactions.

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