Reletter
Artwork for Nongaap Investing

Nongaap Investing

Mike

An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues203SubscribersRead nongaap.com

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#23

Latest Issues

Recent posts by this newsletter. Browse the email archive.

OpenAI Startup Fund: GP Hallucination

What if you asked ChatGPT to architect various corporate governance “dark arts” objectives? What would it recommend? Hallucinate? Would it be implementable?

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[P] Oppenh(AI)mer (Part 2)

Firing Focused "Neutrons": OpenAI Startup Fund

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[P] Oppenh(AI)mer (Part 1)

Calculating the real-world fallout of theoretical (governance) chain-reactions

a month ago
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[P] Gordian Knot Problems (Part 2)

Exploring related-party transactions and beneficial ownership

2 months ago
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Authors

The writers behind this newsletter.

  • Mike

    Meandering between investing, tech, & corporate governance.

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