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[PQ] RBRK: Rubrik's Cube
Attempting to solve a disclosure puzzle
Oct 1
•
Mike
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[PQ] RBRK: Rubrik's Cube
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August 2024
[P] ISRG: Intuitive CEO Succession?
Succession should be straightforward, but major complications could arise
Aug 30
•
Mike
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[P] ISRG: Intuitive CEO Succession?
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[P] SBUX: New CEO "Sugar High"
Investors are pumped, but be weary of the "sugar crash"
Aug 22
•
Mike
1
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[P] SBUX: New CEO "Sugar High"
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[PQ] Spring-Load Watch
An interesting situation to monitor
Aug 2
•
Mike
4
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[PQ] Spring-Load Watch
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July 2024
[P] HOLX: Boiling Down the Boilerplate
"There are no accidents in SEC filings"
Jul 31
•
Mike
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[P] HOLX: Boiling Down the Boilerplate
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[P] SNOW: Snowballing Situation (Part 3)
Coincidence or Connected? Exploring Sutter Hill Ventures' Data Breach
Jul 30
•
Mike
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[P] SNOW: Snowballing Situation (Part 3)
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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
25
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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
•
Mike
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[P] Illumina: Un-Redacted Governance
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