Nongaap Investing

Nongaap Investing

Home
Archive
About
[P] GTM: Zoom or Bust?
Exploring insider transactions at Zoominfo
Oct 27 • 
Mike
[PQ] GRND: Margin Calls & Acquisitions
Grindr receives a non-binding offer of $18 per share
Oct 27 • 
Mike
[PQ] VZ: New CEO Announced
Independent Lead Director Appointed CEO
Oct 26 • 
Mike
[P] ESTC: Elastic Vesting Goals
What is the company incentivizing?
Oct 24 • 
Mike
[P] BLND: Non-GAAP Research Hour
Zoom session on reverse engineering "upside" governance signals
Oct 23 • 
Mike
[P] UNH: Itemized Governance Signals
Examining governance disclosures for signal
Aug 19 • 
Mike
[P] NSP: Inspirational or Attainable Goals?
What catalyzed Insperity's ill-timed special equity awards?
Aug 18 • 
Mike
[P] TENB: Tenable Reasons to Sell
Monitoring M&A signals at Tenable Holdings
Aug 17 • 
Mike
Nongaap Investing
Nongaap Investing
An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.

Nongaap Investing

AboutArchiveSitemap
© 2025 Nongaap LLC
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture