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UnlearningCFA’s Blog

UnlearningCFA

Self-taught corporate governance scenario analyst.

Platform
Substack
PricingOnly free issues
PublishesWeeklyIssues31
SubscribersRead unlearningcfa.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Blue Skies Ahead?

I’m always intrigued when a new CEO is hired and receives a PSU grant that is very large relative to their salary. If those PSUs also happen to be based on stock price hurdles, then it automatically makes it to the top of my research list.

a month ago
3
0

Pitching a Tent

Marcus Lemonis, the famous Chairman & CEO of Camping World Holdings (CWH), signed a new employment contract recently. I have a feeling that the compensation decisions were structured to benefit him.

2 months ago
4
1

Ardent Health Partners

Recently, Ardent Health Partners amended the employment agreements of its CEO and CFO. The company said this was “…intended to reflect terms more consistent with employment agreements for senior executives of a publicly traded company.”.

2 months ago
2
0

Spring Load?

I don’t trade based on short-term moves in stock prices, but I came across an interesting disclosure from Pinterest that might be of interest to some event-driven readers. Pinterest earnings are scheduled for tomorrow after market close (Fe...

2 months ago
8
5

Authors

The writers behind this newsletter.

  • UnlearningCFA

    Self-taught corporate governance analyst. Always trying to feed my curiosity.

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