stock-based compensation
2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 23, 2024 by Mark Casey · across every show →
Everything said about stock-based compensation, oldest first
Jul 23, 2024
Casey: Hyping stock over-compensates current hires at future employees' expense
“Some companies sort of like hype up their stock, and I feel like that's a mistake because what you do if you have a lot of stock-based comp is you're basically pulling forward the compensation that was going to go to all the people you're about to hire, And yo…”
Jul 23, 2024 negative
Casey: Adjusted EBITDA is a bogus metric that ignores real stock comp expense
“But it's such a bogus metric. You know, the stock-based compensation, which is ignored in that metric, that's a real expense. And you all know it's a real expense, because if you weren't allowed to use stock-based comp, you'd have to pay cash comp, ok?”