Breakaway - Investing & Finance
Breakaway from the haters and mainstream thought. Learn about Investing, Finance and the Economy in a plain english and entertaining way. Understand the business environment and make money investing. Uncertainty in the markets driven by crisis, anarchy, politics and craziness is simply opportunity. Facts and truth here.
Breakaway - Investing & Finance
Tesla $1trillion Comp Package, Palantir, Netflix, NY Mayor
Markets
TAMPAN: Tesla, Amazon, Meta, Palantir, Apple, Nvidia
Tesla
Compensation Plan
Live streaming Shareholder meeting.
“1 Trillion pay package!!”
Rules:
- 12 Tranches. 12 Market Cap + 12 Operational
- Term: 10 years!
- Award: 1% of shares in form of RSU.
- Vest on (a) the Market Capitalization Milestone for such tranche and (b) a previously unmet Operational Milestone.
12 Market Capitalization Milestones:
- 1: $2 trillion
- 2-10: $500 billion (to $6.5 trillion)
- 11-12: $1 trillion (to $7.5 and $8.5 trillion
12 Operational Milestones
Product Goals
- 20 Million Tesla Vehicles Delivered
- 10 Million Active FSD Subscriptions
- 1 Million Bots Delivered
- 1 Million Robotaxis in Commercial Operation
Adjusted EBITDA Milestones. 1-8 $50 to $400b.
ETF ownership and voting rights
Ford
Ford executives might scrap the electric version of its F-150 pickup
Ford has $13 billion in EV losses
% of Global EV Sales
- 25.7m BEV sales since 2019
- 7.3m is Tesla
Lucid ranks #3 most cash burning EV maker globally with total reported cash burn of $14.4B behind Rivian $23.2 billion and Ford's EV segment $15.5 billion.
Palantir
“114% Rule of 40 score! What Is the Rule of 40?Core Formula: Rev Growth + operating Margin
Some of our detractors have been left in a kind of deranged and self-destructive befuddlement.🤣
Orson Welles, “The enemy of art is the absence of limitations.”
Netflix
- KPop Demon Hunters
- 325 million views
- $10b kpop industry
- Black Pink Tour. Highest grossing tour by female group
- Warner Brothers
- Licensing Video podcasts from Sirius
New York City Mayor is Responsible For
- Public Safety: Fire and 30,000 police officers.
- Education
- Public Services and Infrastructure
- Housing and Economic Development
- Health and Social Services
- Cultural and Community Services
- City Planning and Regulation
- Appointments and Budget
The New York City budget $115.9 billion
- Real Property Taxes: ~$34.97 billion
- Personal Income Taxes $17.28 billion
- Business Income Taxes: ~$11.95 billion
- Sales Taxes: ~$9.5 billion
- State Categorical Grants: ~$7 billion
- Federal Categorical Grants: ~$6.5 billion
Top 1-5% contribute ~$1.7-$3.5 billion in FY 2025, equating to ~1.5-3% of the total budget.
Closing
1929 book on Audio.
The Diplomat
Elon on Joe Rogan
"The enemy of art is the absence of limitations"