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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (7442)6/7/1999 7:50:00 PM
From: LauA  Read Replies (1) of 78644
 
Your point about options as a real shareholder cost is well taken. Charlie Munger spent a fair amount of time at the Wesco meeting talking about this - particularly with SW Companies.

When I do the arithmetic on ADSK, it looks like they award 5% of the stock per year in options. It appears that most of the management shares are priced in the $40's. Previous years show much of the overhang from $27, with ~1/2 above $40. This type of compensation offers the absurdity of a senior partner of Wilson, Sonsini on the board who is shown owning 44,000 shares of which all but 1000 are options.
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