Nongaap Investing An ex-activist investor who writes about tech, corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, and activist fights.
Nongaap Investing • 56 HN points • 15 May 23 Illumina: Prelude to Endgame Why this Illumina-Grail brouhaha matters to me
Nongaap Investing • 51 HN points • 11 May 23 Illumina: Commencing a Regulation Game Starting the Clock on Regulatory Action
Nongaap Investing • 48 HN points • 08 May 23 Illumina: Icahn's Gambit How Carl Icahn used a "blog" to gain an advantage in his proxy contest
Nongaap Investing • 40 HN points • 19 May 23 Illumina: Chair Doubles Down on SEC Violations Illumina's Boardroom Culture is Broken
Nongaap Investing • 30 HN points • 24 May 23 Illumina: An Impossible Task Confronting Illumina's Governance Boogeymen
Nongaap Investing • 30 HN points • 18 May 23 Illumina: Fraud by Omission "It is almost always the cover-up rather than the event that causes trouble."
Nongaap Investing • 28 HN points • 10 May 23 Illumina: Mutually Insured [D&O]estruction How atom-sized problems can turn into nuclear meltdowns
Nongaap Investing • 23 HN points • 09 May 23 Illumina: Baillie Gifford and Edgewood's Position Positioned correctly, a pawn (blog) can be a real factor and affect powerful pieces
Nongaap Investing • 17 HN points • 12 May 23 [Premium QN] Ripple Effect A quick note to premium subscribers