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[P] GTM: Zoom or Bust?
Exploring insider transactions at Zoominfo
Oct 27, 2025
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Mike
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[PQ] GRND: Margin Calls & Acquisitions
Grindr receives a non-binding offer of $18 per share
Oct 27, 2025
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Mike
1
[PQ] VZ: New CEO Announced
Independent Lead Director Appointed CEO
Oct 26, 2025
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Mike
1
[P] ESTC: Elastic Vesting Goals
What is the company incentivizing?
Oct 24, 2025
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Mike
1
[P] BLND: Non-GAAP Research Hour
Zoom session on reverse engineering "upside" governance signals
Oct 23, 2025
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Mike
2
2
[P] UNH: Itemized Governance Signals
Examining governance disclosures for signal
Aug 19, 2025
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Mike
1
[P] NSP: Inspirational or Attainable Goals?
What catalyzed Insperity's ill-timed special equity awards?
Aug 18, 2025
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Mike
1
[P] TENB: Tenable Reasons to Sell
Monitoring M&A signals at Tenable Holdings
Aug 17, 2025
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Mike
1
2
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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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