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Illumina: An Impossible Task
Confronting Illumina's Governance Boogeymen
May 24 • 
Mike
13
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[Premium] Illumina: The Calm Before the Storm
Carl Icahn Wins a Board Seat
Jun 7 • 
Mike
4
1
Illumina: Chair Doubles Down on SEC Violations
Illumina's Boardroom Culture is Broken
May 19 • 
Mike
16
1
Illumina: Fraud by Omission
"It is almost always the cover-up rather than the event that causes trouble."
May 18 • 
Mike
12
Illumina: Prelude to Endgame
Why this Illumina-Grail brouhaha matters to me
May 15 • 
Mike
22
2
[Premium QN] Ripple Effect
A quick note to premium subscribers
May 12 • 
Mike
7
Illumina: Commencing a Regulation Game
Starting the Clock on Regulatory Action
May 11 • 
Mike
20
Illumina: Mutually Insured [D&O]estruction
How atom-sized problems can turn into nuclear meltdowns
May 10 • 
Mike
11
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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.

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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.

By Mike
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