Differentiated With Ben Silverman

Executive pay doesn’t always make headlines, yet it can offer a surprisingly clear view of a company’s next move. Host Ben Silverman sits down with Senior Analyst Amy Pessetto to show how changes in long-term incentives, performance metrics, and option grants may reveal where management is really focused. Sometimes before those priorities turn up on an earnings call.

Tickers Discussed: ADT, FSLR, SAM

In this episode, Ben and Amy discuss:
  • Options on the Rise: Why some companies are swapping portions of time-based RSUs for stock options, and what that shift suggests about risk appetite in 2025.
  • First Solar’s Comp Mix: A higher RSU weight and a shorter vesting schedule and what the revised package might mean for solar-sector bulls and bears.
  • New CEO, New Metrics: How Boston Beer rewired its incentive plan around revenue growth after handing the reins to a new chief executive.
  • Reading the Fine Print: Practical tips for spotting sandbagging, de-risking, or strategic pivots hidden inside proxy disclosures.
  • From Data to Decisions: A step-by-step way to fold incentive-comp insights into your research process.
Edited, mixed, and scored by Calvin Marty.

Creators and Guests

Host
Ben Silverman
Ben oversees research for VerityData. He is a trusted resource for publications like Bloomberg, Wall Street Journal, and Financial Times.

What is Differentiated With Ben Silverman?

Veteran investment research analysts dive into insider data and demystify the signals that drive one-of-a-kind investment ideas.