downside protection
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Nov 20, 2024 by Cem Sertoglu · across every show →
Everything said about downside protection, oldest first
Nov 20, 2024 negative
Sertoglu: Downside protection terms like liquidation preferences are overrated
“I think it's overrated. You know, as I mentioned before, our deals, our investments, are not real investments the way you go by Apple shares on the stock market. They are long-term contracts around a vision, and ultimately it doesn't really move the needle tha…”