UnlearningCFA
UnlearningCFASelf-taught corporate governance scenario analyst.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 47 | Subscribers | Read | unlearningcfa.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Public Shaming
On February 6th, the Board of Dana Inc. approved a grant of PSUs to a number of company executives, including its CEO. The PSUs are based on stock price performance from January 1, 2026 to December 31, 2029.
Coiled Spring
Earnings season is exciting because the timing of information releases can significantly affect compensation decisions.
Spring-Load Vibes
Klaviyo recently installed a new co-CEO at its helm and all signs point to the stock having limited downside, given the timing of the grant. Could it go as far as being a spring-load? Guess we’ll have to wait and see.
'Tis The (Activist) Season
National Health Investors (NHI), a US seniors housing REIT, appears to be under significant pressure to unlock shareholder value.
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Authors
The writers behind this newsletter.
Self-taught corporate governance analyst. Always trying to feed my curiosity.
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