Nongaap Investing
MikeAn ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 217 | Subscribers | Read | nongaap.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
[PQ] RBRK: Rubrik's Cube
Attempting to solve a disclosure puzzle
[P] ISRG: Intuitive CEO Succession?
Succession should be straightforward, but major complications could arise
[P] SBUX: New CEO "Sugar High"
Investors are pumped, but be weary of the "sugar crash"
[PQ] Spring-Load Watch
An interesting situation to monitor
Authors
The writers behind this newsletter.
Meandering between investing, tech, & corporate governance.
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