equity
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 29, 2026 by Dimitri Gershenson · across every show →
Everything said about equity, oldest first
Jul 29, 2026 negative
Gershenson: Using equity to fund short-cycle reimbursable work is inefficient
“They would use equity to pay for work that was Getting reimbursed on a very short cycle, which is a terrible use of equity dollars, so, like, a really expensive way to finance this kind of work. And so credit makes, like, much more sense, right? It's much more…”