shareholders

2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Mar 7, 2024 by Bill Gurley · across every show →

Everything said about shareholders, oldest first

Mar 7, 2024 positive
Assertion Partly supported
Gurley: Tesla's 2018 compensation package had 70% shareholder approval
“They had 70% shareholder approval.”
Bill Gurley Mar 7, 2024 ▶ 56:31 Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
Mar 21, 2024 negative
Insight
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 …”
Bill Gurley Mar 21, 2024 ▶ 16:28 Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
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