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[PQ] FOUR: Unpacking Insider Buy Signals
The puts-and-takes of insider buying "signals"
Jul 20
•
Mike
1
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[PQ] FOUR: Unpacking Insider Buy Signals
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June 2024
[P] SNOW: Snowballing Situation (Part 2)
It's not the breach, it's the governance decisions
Jun 11
•
Mike
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[P] SNOW: Snowballing Situation (Part 2)
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[P] SNOW: Snowballing Cyber Situation
The governance of cybersecurity disclosures (or lack thereof)
Jun 10
•
Mike
1
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[P] SNOW: Snowballing Cyber Situation
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New Series: Corp Governance "Light Arts"
Watsco: A Federation of Distributed Moats
Jun 4
•
Mike
24
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New Series: Corp Governance "Light Arts"
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May 2024
Illumina: There Will Be (Financial) Blood
Estimating Illumina's GRAIL-related expenses and future obligations
May 26
•
Mike
1
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Illumina: There Will Be (Financial) Blood
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[P] Illumina: Un-Redacted Governance
Justice is blind, but investors need to see the disclosures to fairly assess the issues
May 20
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Mike
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[P] Illumina: Un-Redacted Governance
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[P] SOTP Governance (Part 1)
Show me the equity incentive and I'll show you the value-creation "blueprint"
May 7
•
Mike
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[P] SOTP Governance (Part 1)
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2
[P] Sequencing Governance Signals
Assessing a tough, mutating situation
May 1
•
Mike
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[P] Sequencing Governance Signals
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March 2024
OpenAI Startup Fund: GP Hallucination
Did an "AI hallucinated" GP temporarily manage OpenAI Startup Fund?
Mar 28
•
Mike
22
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OpenAI Startup Fund: GP Hallucination
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[P] Oppenh(AI)mer (Part 2)
Firing Focused "Neutrons": OpenAI Startup Fund
Mar 22
•
Mike
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[P] Oppenh(AI)mer (Part 2)
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[P] Oppenh(AI)mer (Part 1)
Calculating the real-world fallout of theoretical (governance) chain-reactions
Mar 19
•
Mike
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[P] Oppenh(AI)mer (Part 1)
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February 2024
[P] Gordian Knot Problems (Part 2)
Exploring related-party transactions and beneficial ownership
Feb 29
•
Mike
2
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[P] Gordian Knot Problems (Part 2)
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