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Kjetil's avatar

Hi Antonio, Thanks for your brilliant analysis. One comment / concern which you touch on above: I am getting increasingly concerned about stock based compensation. This write up made me think: https://www.epsilontheory.com/stock-buybacks-and-the-monetization-of-stock-based-compensation/

Any more thoughts / numbers on this? You seem hopeful that the very generous compensation schemes might be reduced going forward..? One concern is that the value of previous compensations have dropped with the falling share-price and this might trigger continued generosity..? Thanks again, BR Kjetil

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Alex's avatar

Thanks a lot!)

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