Archive - Nongaap Investing

[PQ] PLTK: Playing Bad (Governance) Odds

Sometimes governance is so bad it's good

Jan 21 •

[P] VYX: Checking Out in 2025? (Part 2)

Assessing incentives, activism, and strategic options in 2025

Jan 20 •

[P] HSY: Applying Governance Molds

Companion Piece to "Succession Alternatives"

Jan 19 •

[P] HSY: Succession Alternatives

Evaluating "succession alternatives" at Hershey

Jan 18 •

[P] LW: Seeing Possibilities in Activism

Assessing Jana's Activist Campaign and Unpacking "Carrot and Stick" Incentives

Jan 11 •

December 2024

[P] FNMA/FMCC: Charitable Stock Tip

Are investors getting a charitable tip or donating to Bill Ackman's performance fees?

Dec 31, 2024 •

[VYX] Checking Out in 2025? (Part 1)

Assessing incentives, activism, and strategic options in 2025

Dec 23, 2024 •

MAPS: Half-Baked Governance

Examining the "smoke signals" of WM Technology's (52-week) high

Dec 19, 2024 •

[PQ] GDRX: Prescribing a New CEO

The employment agreement might include some side effects

Dec 18, 2024 •

[PQ] TWLO: Chief Legal Officer Resigns

What "caused" this abrupt resignation?

Dec 17, 2024 •

[P] BL: Accounting for Henshall

Is BlackLine's Newest Director the "Takeout Whisperer"?

Dec 14, 2024 •

[P] HSY: Kiss-and-Tell Governance

Unwrapping M&A signals at Hershey

Dec 12, 2024 •

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