Archive - Nongaap Investing

[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 •

[P] EVLV: Scanning for Upside

Can the new CEO turnaround this broken SPAC story in 2025?

Dec 10, 2024 •

[P] PLTR: Lord of the Memes

The One Meme to Ruin It All

Dec 6, 2024 •

October 2024

[PQ] RBRK: Rubrik's Cube

Attempting to solve a disclosure puzzle

Oct 1, 2024 •

August 2024

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