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 |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 249 | Founded | 7 years ago | Last Issue | 7 months ago |
| Active | |||||
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nongaap.comLatest Issues
[P] GTM: Zoom or Bust?
Exploring insider transactions at Zoominfo
[PQ] GRND: Margin Calls & Acquisitions
Grindr receives a non-binding offer of $18 per share
[PQ] VZ: New CEO Announced
Independent Lead Director Appointed CEO
[P] ESTC: Elastic Vesting Goals
What is the company incentivizing?
[P] BLND: Non-GAAP Research Hour
Zoom session on reverse engineering "upside" governance signals
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Authors
The writers behind this newsletter.
Meandering between investing, tech, & corporate governance.
At the intersection of fundamentals and incentives.
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