A Delaware court just made a final call to reinstate Elon Musks 2018 compensation plan From an investing point of view this feels more like clearing up uncertainty than a real catalyst
The upside is a long running legal overhang is gone The downside is more focus on dilution and corporate governance since the package is equity based That tradeoff was always there its just back in focus now
This ruling doesnt change Teslas fundamentals Demand margins competition and execution still matter way more over the long run
Curious how others see it mostly risk removal a governance issue or basically a non event
Discussion only