3 Comments
Aug 8·edited Aug 8Liked by Stefan Waldhauser

Hi Stefan - How are you calculating the dilution ratio? What impact does the performance of the share price have on the dilution ratio? For instance if a companies share price has mostly trended down vs up? IE Veeva in the last couple years. If their share price CAGRs at say 10%+ for the next few years, how will that impact their future 'dilution ratio' vs their 'dilution ratio' over the last 3 years. Thanks! Bart

Expand full comment
author

For dilution aspects I don‘t take the future stock price change into consideration. Usually I am just looking into the normalized chart of the number of shares outstanding e.g. Veeva: https://stocksguide.com/en/charts/Veeva-Systems-Inc-Class-A-US9224751084?metrics%5B%5D=price&metrics%5B%5D=shares_outstanding&stocks%5B%5D=Veeva-Systems-Inc-Class-A-US9224751084&data_format=normalized&date_range=threeYears

Expand full comment
Jun 17Liked by Stefan Waldhauser

Hi,

I was looking at https://shareholderperks.co.uk/ and I wondered if there had been companies that diluted shares but offered existing shareholders additional benefits that weren't offered to the new shareholders? I was considering investing in some of the companies in pre-IPO stage and wondered if it might happen?

Expand full comment