Paul Kedrosky
speaker
1,259 appearances
4 recordings
2 series
first heard Apr 2026
last heard 4d ago
Paul Kedrosky’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 1.
Appearances
So there's a forced equity stake, all of these things could.
radically change the likelihood of the company going public.
So there's raging panic inside the company about the nature of what um an IPO this year would even look like given what's happening out there.
And you can take it further because if let's say I'm an employee at and this is something I'm hearing from people inside.
Take it further and think about it in terms of employees having um exercised their options, purchased their options in anticipation of an upcoming IPO.
And then the IPO doesn't happen.
Well, what happens?
Well, let's say it eventually.
generate a massive tax bill under the U under the IRS has this thing called
So under AMT, you just bought something cheaply, the your options, exercised them cheaply for a low price, and then you in turn have been generated, given something with value.
It doesn't care that you never got any cash out of it, that the company never went public.
So I know of stocks.
That's right.
So I know of people, many people, who've taken out multi-million dollar loans to exercise their options and purchase them and then have and are going to be faced if this thing doesn't go public.
this year with multi million dollar AMT bills because the company didn't go public.
So this is this has happened.
It's it's uncommon in general with a blue chip company.
So a company that's de seen to be a a marquee company that the entire sell side is, you know, beating each other up to underwrite.
It it's more likely that it happens on schedule than not.
So this is really unusual.
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