Nongaap Investing
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
[P] HUBS: CiC Returns Management
Unpacking HubSpot's Executive Severance Plan
May 6
•
Mike
Share this post
Nongaap Investing
[P] HUBS: CiC Returns Management
Copy link
Facebook
Email
Notes
More
April 2025
ILMN: Activism! Part Deux
Keith Meister Takes on Illumina's Corporate Governance Problems
Apr 2
•
Mike
6
Share this post
Nongaap Investing
ILMN: Activism! Part Deux
Copy link
Facebook
Email
Notes
More
March 2025
[P] ILMN: Activist In, Chairman Out
Activist Keith Meister Joins Board and Chairman Stephan Macmillan Resigning
Mar 26
•
Mike
Share this post
Nongaap Investing
[P] ILMN: Activist In, Chairman Out
Copy link
Facebook
Email
Notes
More
[P] HSY: Re-Molding Hershey
Unwrapping recent company filings
Mar 13
•
Mike
1
Share this post
Nongaap Investing
[P] HSY: Re-Molding Hershey
Copy link
Facebook
Email
Notes
More
February 2025
[P] TENB: Tenable Governance
Navigating CEO Succession Under Tough Circumstances
Feb 24
•
Mike
1
Share this post
Nongaap Investing
[P] TENB: Tenable Governance
Copy link
Facebook
Email
Notes
More
[P] SPHR: Sphere-Priced Incentives
Dolan’d if You Do, Dolan’d if You Don’t
Feb 23
•
Mike
4
Share this post
Nongaap Investing
[P] SPHR: Sphere-Priced Incentives
Copy link
Facebook
Email
Notes
More
[P] VYX: Checking Out in 2025? (Part 4)
Executive Chair James Kelly Appointed CEO
Feb 20
•
Mike
2
Share this post
Nongaap Investing
[P] VYX: Checking Out in 2025? (Part 4)
Copy link
Facebook
Email
Notes
More
[P] VYX: Checking Out in 2025? (Part 3)
Executive Chair James Kelly Replaces David Wilkinson as CEO
Feb 11
•
Mike
2
Share this post
Nongaap Investing
[P] VYX: Checking Out in 2025? (Part 3)
Copy link
Facebook
Email
Notes
More
January 2025
[PQ] PLTK: Playing Bad (Governance) Odds
Sometimes governance is so bad it's good
Jan 21
•
Mike
3
Share this post
Nongaap Investing
[PQ] PLTK: Playing Bad (Governance) Odds
Copy link
Facebook
Email
Notes
More
[P] VYX: Checking Out in 2025? (Part 2)
Assessing incentives, activism, and strategic options in 2025
Jan 20
•
Mike
2
Share this post
Nongaap Investing
[P] VYX: Checking Out in 2025? (Part 2)
Copy link
Facebook
Email
Notes
More
4
[P] HSY: Applying Governance Molds
Companion Piece to "Succession Alternatives"
Jan 19
•
Mike
4
Share this post
Nongaap Investing
[P] HSY: Applying Governance Molds
Copy link
Facebook
Email
Notes
More
[P] HSY: Succession Alternatives
Evaluating "succession alternatives" at Hershey
Jan 18
•
Mike
2
Share this post
Nongaap Investing
[P] HSY: Succession Alternatives
Copy link
Facebook
Email
Notes
More
2
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts