Nongaap Investing
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
[Premium] Sufficient M&A Signal?
Blending old-fashioned governance analysis with "quantamental" analysis
Aug 24
•
Mike
6
Share this post
[Premium] Sufficient M&A Signal?
www.nongaap.com
Copy link
Facebook
Email
Notes
Other
3
Illumina: Unidentified Financing Operation?
Exploring the mysteries of the Milky Way (Investments Group), Helix, and beyond
Aug 22
•
Mike
10
Share this post
Illumina: Unidentified Financing Operation?
www.nongaap.com
Copy link
Facebook
Email
Notes
Other
Illumina: Discloses SEC Investigation
As regulators investigate Grail, the "missing link" might be Helix Holdings I, LLC
Aug 15
•
Mike
10
Share this post
Illumina: Discloses SEC Investigation
www.nongaap.com
Copy link
Facebook
Email
Notes
Other
[Premium] The Stock Gift Rabbit-Hole
Digging for investment signals in the mechanics of estate and tax planning
Aug 12
•
Mike
4
Share this post
[Premium] The Stock Gift Rabbit-Hole
www.nongaap.com
Copy link
Facebook
Email
Notes
Other
[Premium] Deal Observations
Takeaways on a recently announced deal
Aug 1
•
Mike
Share this post
[Premium] Deal Observations
www.nongaap.com
Copy link
Facebook
Email
Notes
Other
July 2023
Illumina: SEC's Proxy Fight Review
"Good luck with your regulations, SEC. I hope your comment letters go really well."
Jul 28
•
Mike
6
Share this post
Illumina: SEC's Proxy Fight Review
www.nongaap.com
Copy link
Facebook
Email
Notes
Other
[Premium] The Finish Line
Sprinting to a deal, or more hurdles to contend with?
Jul 17
•
Mike
4
Share this post
[Premium] The Finish Line
www.nongaap.com
Copy link
Facebook
Email
Notes
Other
11
Shift4: The Orca in the Room
Exploring the issues flagged in Blue Orca's short report
Jul 12
•
Mike
3
Share this post
Shift4: The Orca in the Room
www.nongaap.com
Copy link
Facebook
Email
Notes
Other
[Premium] Charitable Liability
Examining potential signals in a stock donation
Jul 7
•
Mike
3
Share this post
[Premium] Charitable Liability
www.nongaap.com
Copy link
Facebook
Email
Notes
Other
June 2023
[Premium] Transferring Money Assets
Are governance disclosures signaling a future transaction?
Jun 27
•
Mike
3
Share this post
[Premium] Transferring Money Assets
www.nongaap.com
Copy link
Facebook
Email
Notes
Other
Illumina: CEO Abruptly Resigns
What triggered Francis deSouza's resignation?
Jun 14
•
Mike
9
Share this post
Illumina: CEO Abruptly Resigns
www.nongaap.com
Copy link
Facebook
Email
Notes
Other
[Premium] Illumina: The Calm Before the Storm
Carl Icahn Wins a Board Seat
Jun 7
•
Mike
4
Share this post
[Premium] Illumina: The Calm Before the Storm
www.nongaap.com
Copy link
Facebook
Email
Notes
Other
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts