Nongaap Investing

[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

1

[PQ] VZ: New CEO Announced

Independent Lead Director Appointed CEO

Oct 26 • 

Mike

1

[P] ESTC: Elastic Vesting Goals

What is the company incentivizing?

Oct 24 • 

Mike

1

[P] BLND: Non-GAAP Research Hour

Zoom session on reverse engineering "upside" governance signals

Oct 23 • 

Mike

1

2

August 2025

[P] UNH: Itemized Governance Signals

Examining governance disclosures for signal

Aug 19 • 

Mike

1

[P] NSP: Inspirational or Attainable Goals?

What catalyzed Insperity's ill-timed special equity awards?

Aug 18 • 

Mike

1

[P] TENB: Tenable Reasons to Sell

Monitoring M&A signals at Tenable Holdings

Aug 17 • 

Mike

1

2

[P] TGNA: Deregulatory M&A

Unpacking M&A signals via governance

Aug 15 • 

Mike

1

June 2025

May 2025

[P] HUBS: CiC Returns Management

Unpacking HubSpot's Executive Severance Plan

May 6 • 

Mike

1

April 2025

ILMN: Activism! Part Deux

Keith Meister Takes on Illumina's Corporate Governance Problems

Apr 2 • 

Mike

8