My latest article is out. It is on $SNOW and why I believe it is long term undervalued. I try to explain in laymen's terms why the technology is so special and difficult for competitors to replicate. https://t.co/9YROZaI4Tq
The killing of Alex Pretti is a heartbreaking tragedy. It should also be a wake-up call to every American, regardless of party, that many of our core values as a nation are increasingly under assault.
I am looking for a way to pull in recent developments (last two months) for a list of ~100 private companies. Does anyone know a way or a tool to do this automatically?
@bradford_hardin Obviously its a big negative. The 1.5% is already included in the diluted shares outstanding and the variable charge has a high water mark so its not as bad as it seems. I do think the company has enough margin of safety though when factoring it in.
@lurker8679@LogicalThesis@TidefallCapital The 1.5% is already included in the fd share count. My read on the restruck comp agreement is that it does not impact the founders advisory agreement and its only for actual workers at the company. The high water mark in 13s is there. If you had a different read please lmk.
@TidefallCapital@DAntarktis Please correct me if I’m wrong but my read of this amendment was the founders advisory agreement (board plan) is unchanged but this is lowering the bar for some managers not the board. Do you have a different read?