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Free cash flow

2 statements across 1 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Mar 21, 2024 by Brad Gerstner · across every show →

Everything said about Free cash flow, oldest first

Mar 21, 2024 negative
Assertion Not checkable as stated
Gerstner: Only 10 of 50 tech companies keep SBC under 20% FCF
“On a chart of maybe 40 or 50 names, we have maybe 10 names that are under 20% of their free cash flow as a percentage of stock-based compensation.”
Brad Gerstner Mar 21, 2024 ▶ 36:44 Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
Mar 21, 2024 bearish
Insight
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.”
Bob Mylod Mar 21, 2024 ▶ 45:43 Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
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