Archive - Nongaap Investing

[P] HSY: Re-Molding Hershey

Unwrapping recent company filings

Mar 13 •

February 2025

January 2025

[PQ] PLTK: Playing Bad (Governance) Odds

Sometimes governance is so bad it's good

Jan 21 •

[P] VYX: Checking Out in 2025? (Part 2)

Assessing incentives, activism, and strategic options in 2025

Jan 20 •

[P] HSY: Applying Governance Molds

Companion Piece to "Succession Alternatives"

Jan 19 •

[P] HSY: Succession Alternatives

Evaluating "succession alternatives" at Hershey

Jan 18 •

[P] LW: Seeing Possibilities in Activism

Assessing Jana's Activist Campaign and Unpacking "Carrot and Stick" Incentives

Jan 11 •

December 2024

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