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Seven Ways to Look at Stock-Based Compensation & Dilution
SBC can be super esoteric, but a deep dive on investor usage of FCF as a % of FCF/Revenue/Market cap vs % dilution vs DCF and bonus SBC Adjusted Rule of…
Mar 23
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Thomas Reiner
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Seven Ways to Look at Stock-Based Compensation & Dilution
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February 2024
Travel & Leisure Q4 Earnings Quotes
Interesting quotes and anecdotes from Q4 2023 travel and leisure company earnings calls. Consumer demand is still healthy but we've definitely…
Feb 23
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Thomas Reiner
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Travel & Leisure Q4 Earnings Quotes
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Airline Loyalty Program Economics & Enterprise Value
Post-covid the ballpark valuation of airline loyalty programs now composes a majority of the Enterprise Value for the big US carriers.
Feb 2
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Thomas Reiner
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Airline Loyalty Program Economics & Enterprise Value
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January 2024
Excerpts from BG² Conversation with Dara Khosrowshahi
Dara, Brad Gerstner, Bill Gurley, and Jason Calacanis sat down to discuss Uber's history and future around AI, trends, growth, and getting fit.
Jan 16
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Thomas Reiner
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Excerpts from BG² Conversation with Dara Khosrowshahi
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November 2023
Tech Company Dilution: Finding Ground Truth
Intellectually honest quantitative analysis of tech company dilution from mega cap (META, GOOGL, NVDA) to software companies (SNOW, MDB, DDOG) to…
Nov 27, 2023
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Thomas Reiner
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Tech Company Dilution: Finding Ground Truth
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Rideshare & Delivery Nov '23: Profitability and Strong Growth (for some)
All of the big rideshare and delivery companies have reported and so here is a deep dive on margins, FCF, and profitability as well as interesting…
Nov 9, 2023
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Thomas Reiner
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Rideshare & Delivery Nov '23: Profitability and Strong Growth (for some)
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Travel & Leisure Q3 Earnings Quotes
Interesting quotes and anecdotes from Q3 2023 travel and leisure company earnings calls. Lots of interesting commentary on volatility and the impact…
Nov 3, 2023
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Thomas Reiner
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Travel & Leisure Q3 Earnings Quotes
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October 2023
Travel Demand Reaction to War & Terrorism
In the wake of the terror attacks and subsequent war in Israel and Gaza this is a deep dive on the impact to travel demand as well as historical…
Oct 27, 2023
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Thomas Reiner
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Travel Demand Reaction to War & Terrorism
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JSX: Challenger or Regulatory Ambiguity?
JetsuiteX (JSX) has been the subject of heightened scrutiny over whether they're a true challenger to the traditional airline model or just exploiting…
Oct 10, 2023
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Thomas Reiner
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JSX: Challenger or Regulatory Ambiguity?
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September 2023
Q3 Global Travel & Leisure Trends
Macro trends and valuation charts for the global travel complex. Despite demand fully recovered and margins at all-time highs, multiples are below both…
Sep 27, 2023
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Thomas Reiner
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Q3 Global Travel & Leisure Trends
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August 2023
Instacart S-1 Deep Dive
On Friday Instacart formally filed their S-1 for an IPO we can likely expect in mid September. A deep dive on the fundamentals, unit economics, and…
Aug 29, 2023
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Thomas Reiner
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Instacart S-1 Deep Dive
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Global Food Delivery: Normalization
From hyper-growth during covid to ugly comps in 2022, global food delivery is starting to see normalization on both growth and multiples in 2023
Aug 11, 2023
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Thomas Reiner
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Global Food Delivery: Normalization
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