Optionality
mixed — Ellison's PERSONAL stake-control (42.9% of Oracle, as of late 2022) plus pledge/borrow capacity reads free-ish, but Oracle's own balance sheet is constrained/locked (negative FCF, $156B debt, D/E~3.6x per board.yaml), which caps how much of his stake value is actually liquid or deployable without pressuring the company. His personal moves outside Oracle (the Paramount-Skydance family-trust funding) show he still deploys capital independent of Oracle's constraints.
Sourced figures 2
- Wikipedia — Larry Ellison 42.9% of Oracle Corporation shares (as of late 2022)
- kestrel board.yaml oracle optionality axis oracle optionality: constrained/locked — negative FCF, high leverage, cash pre-committed to the buildout; Ellison ~40%+ founder control
the working
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