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SBC & Dilution
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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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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DoorDash: Philosophical Clarity
In DoorDash's quarterly investor letter they laid out a masterwork in capital allocation, investing in growth, and is a must read for growth investors
Aug 3, 2023
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Thomas Reiner
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DoorDash: Philosophical Clarity
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Mature Tech Dilution: Up and to the Right
Over the last decade mature technology companies have continued to dilute at increasingly higher levels.
Mar 6, 2023
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Thomas Reiner
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Mature Tech Dilution: Up and to the Right
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Q4 Food Delivery Review & Rideshare Dilution Update
Dilution still ugly, but delivery sequential improvements a bright spot
Feb 28, 2023
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Thomas Reiner
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Q4 Food Delivery Review & Rideshare Dilution Update
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Tech Dilution Role Model: BKNG
Easy to point out whose SBC is a disaster, who is the positive example?
Jan 19, 2023
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Thomas Reiner
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Tech Dilution Role Model: BKNG
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Rideshare & Delivery SBC and Dilution Hell
Uber, DoorDash, and Lyft are all facing significant shareholder dilution into 2023+
Jan 12, 2023
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Thomas Reiner
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Rideshare & Delivery SBC and Dilution Hell
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