Black Scholes

topic on 2 shows · 2 statements across 2 episodes

BG2 Pod Capital Allocators

2 statements about Black Scholes, every show

BG2 Insight
Gurley: Black-Scholes values one RSU at roughly 2.5 to 3 options
“There's an argument from Black Shoals that a single RSU is worth about two and a half or three options. So if you could switch From these options to an RSU, this investor thought dilution might drop from, say, four percent to 1.2% or something like that, and t…”
Bill Gurley Mar 21, 2024 ▶ 6:46 Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
Chhabra: Fischer Black's options math was trivial to a physicist
“Fisher Black had done some interesting work. He had solved the heat diffusion equation. It was sort of a trivial piece of math almost from a physics point of view. And so I think every physicist thought they could make a fundamental contribution in finance the…”
Ashvin Chhabra Jul 4, 2022 ▶ 8:47 Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)

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