Ritholtz Wealth Management has launched what seems to be a promising new sub-podcast tailored for corporate shareholders, real estate investors, and business owners. This fresh initiative likely draws on their extensive experience managing the wealth portfolios of high net worth clients in these sectors. For those of you holding restricted stock units, company-issued shares, or incentive shares, the premiere episode might catch your eye. It dives into a compelling case study centered around Nvidia’s Employee Stock Purchase Plan (ESPP).
Nvidia provides a fascinating model in this regard. Their ESPP enables employees to invest as much as $25,000 annually in Nvidia stock, offering a substantial 15% discount based on the lowest price within a six-month review period. The podcast takes you through a hypothetical journey—investing semi-annually over a decade—and evaluates what the stocks’ value could look like today. They highlight the stark differences in gains when purchasing with a discount compared to without…
