Tao Francis
speaker
103 appearances
4 recordings
1 series
first heard Aug 2025
last heard 12 Jun
Tao Francis’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.
Appearances
We're talking about a relatively small number of companies.
Over this two-year period, there were about 20 companies that adopted this kind of nine-figure swing-for-the-fences pay package.
It's a mixed bag because you can't just point to one set of results, right?
You have about 10 of these companies where we don't really get an answer.
That is, the executive either stepped down from the CEO role, or the company was acquired, or in one case, the company went bankrupt.
So there's four CEOs at three companies.
KKR has co-CEOs that have completed their contracts.
Those four CEOs hit all the targets.
The contracts have paid out, essentially.
Only about a quarter of them outperformed the S&P 500, if you look from the point at which the equity awards were made through December 5th, or in the case of companies that were acquired through the acquisition.
So if these moonshot pay packages are supposed to spur CEOs to drive their companies to greater heights, it's not clear that that worked in most of these cases.
Thank you.
When a company spends money on R&D and hires people to perform R&D roles, they can take a deduction immediately.
So in effect, it is cheaper to hire people in the U.S.
than it was a few weeks ago.
Well, this is a tax deduction, right?
So just like individuals, companies get to deduct certain kinds of expenses from their income for tax purposes.
And in this case, it's research and development spending.
So that includes salaries, right?
It's a big deal for companies that are cash constrained.
Showing 21–40 of 103 · page 2 of 6
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