Nongaap Investing

[P] UNH: Itemized Governance Signals

Examining governance disclosures for signal

Aug 19 • 

Mike

1

[P] NSP: Inspirational or Attainable Goals?

What catalyzed Insperity's ill-timed special equity awards?

Aug 18 • 

Mike

1

[P] TENB: Tenable Reasons to Sell

Monitoring M&A signals at Tenable Holdings

Aug 17 • 

Mike

1

2

[P] TGNA: Deregulatory M&A

Unpacking M&A signals via governance

Aug 15 • 

Mike

1

June 2025

May 2025

[P] HUBS: CiC Returns Management

Unpacking HubSpot's Executive Severance Plan

May 6 • 

Mike

1

April 2025

ILMN: Activism! Part Deux

Keith Meister Takes on Illumina's Corporate Governance Problems

Apr 2 • 

Mike

8

March 2025

[P] ILMN: Activist In, Chairman Out

Activist Keith Meister Joins Board and Chairman Stephan Macmillan Resigning

Mar 26 • 

Mike

[P] HSY: Re-Molding Hershey

Unwrapping recent company filings

Mar 13 • 

Mike

1

February 2025

[P] TENB: Tenable Governance

Navigating CEO Succession Under Tough Circumstances

Feb 24 • 

Mike

1

[P] SPHR: Sphere-Priced Incentives

Dolan’d if You Do, Dolan’d if You Don’t

Feb 23 • 

Mike

4

[P] VYX: Checking Out in 2025? (Part 4)

Executive Chair James Kelly Appointed CEO

Feb 20 • 

Mike

2