Bob Mylod
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 21, 2024 by Bob Mylod · said 1 times in 1 episodes since 2024 · across every show →
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brought up most by Brad Gerstner (1)
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Mar 21, 2024 bearish
Mylod: Sinking 35% of free cash flow into SBC destroys company value
“If you dilute free cash flow by 30 to 35% every single year for 20 years, guess what? Your dilution is 35%, you know. It's not a half of, it's not 50 basis points, it's not one percent, it's not two percent, it's literally, you know, a third of the company.”