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Dean's avatar

Great summary. Thanks for sharing the vids.

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Beat Up the Balance Sheet's avatar

Thanks for sharing! Just curious, any thoughts on Rubicon's stock comp? Seems excessive based on their market cap or even versus Cannara.

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Mathieu Martin's avatar

Yeah it's high. It's not necessarily uncommon for a high-growth microcap company, but I would definitely like to see it go down over time (or at least as a % of revenue / market cap).

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