The intersection of fundamental and incentive-driven investing.
Platform | ![]() | Pricing | Freemium |
---|---|---|---|
Publishes | Weekly | Issues | 21 |
Subscribers | Read | tarotcapital.substack.com |
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Here’s a list of interesting compensation activity during the first quarter of FY25. To be clear, some of these governance outcomes could only be described as ‘ill-gotten’ because the compensation filings were released after or concurrently...
Betting on Lower or Even Stable Rates
A Recurring Governance Pattern and a Potential Inflection Point
New Apple iPhone contract for this semiconductor company coincides with 2H revenue ramp and incentive compensation
The writers behind this newsletter.
Writing about what I like right now - aka Semiconductors.
I write about semiconductors!
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