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    Value Investing Cathie Wood thinks SQ/PYPL will be difficult for the banks to overcome. She makes some grand claims halfway in this vid. Thoughts?

    Value Investing Cathie Wood thinks SQ/PYPL will be difficult for the banks to overcome. She makes some grand claims halfway in this vid. Thoughts?


    Cathie Wood thinks SQ/PYPL will be difficult for the banks to overcome. She makes some grand claims halfway in this vid. Thoughts?

    Posted: 28 Aug 2021 12:30 PM PDT

    Stock Based Compensation?

    Posted: 28 Aug 2021 01:38 PM PDT

    Hi.

    Wondering how do you guys feel about stock-based compensation when reviewing young companies with exponential growth opportunities (stocks like NTLA, CRSP etc..).

    I've noticed two trends (amongst some that follow no trend), some stock-based compensation numbers tend to increase exponentially if the stock price falls, and in some cases its the EXACT OPPOSITE.

    Do you guys even care about this metric or its why's and how's are too unpredictable?

    submitted by /u/Thin_Influence5878
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