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 • 20 likes • 08 Jan 23 "Dark Arts" Corp Governance - Part 7 LHC Group: Insider Transactions During UnitedHealthcare M&A Discussions
Nongaap Investing • 18 likes • 14 Jan 23 SHC: Lucky Number Sotera Betting on "long-shot" priced stocks using favorable "governance handicap" odds
Nongaap Investing • 6 likes • 05 Jan 23 [Premium] Follow-Up to Accounting... Boardroom Changes = Deal this Quarter?
Nongaap Investing • 5 likes • 12 Jan 23 [Premium] Finding a "Good Reason" to Sell Granting management more flexibility to get paid out
Nongaap Investing • 3 likes • 09 Jan 23 [Premium SN] Bling Gifts In Search of Investment Signal via Gifts
Nongaap Investing • 2 likes • 17 Jan 23 [Premium] Instrumenting a Strategic Review Utilizing governance signals to assess a potential sale of the company
Nongaap Investing • 1 likes • 23 Jan 23 [Premium] Performance-Based Golden Parachute Gliding off into the sunset via change-in-control vesting?
