RSU
also referred to as: rsus
2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 21, 2024 by Bill Gurley · across every show →
Everything said about RSU, oldest first
Mar 21, 2024 negative
Gurley: RSUs misalign management by preserving equity value during stock drops
“Here's where we get into questions of alignment with shareholders, because you could theoretically have a management team that leads a company, you know, over a year to a 20% decline and pick up 80% of the value of their equity award. Whereas shareholders are …”
Mar 21, 2024
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…”