Feed · Mike

Nongaap Investing

Mike analyzes public company fundamentals and non-GAAP metrics, covering growth-stage tech, healthcare, and telecom stocks through quarterly earnings deep-dives. This page collects 217 posts published between March 2020 and September 2026.

217 posts indexed0 in the last 30 daysVisit site ↗

Thursday, 3 September 2026

1 piece

[P] Nongaap Research ↗

Monday, 27 October 2025

2 pieces

[P] GTM: Zoom or Bust?

[PQ] GRND: Margin Calls & Acquisitions

Sunday, 26 October 2025

1 piece

[PQ] VZ: New CEO Announced

Friday, 24 October 2025

1 piece

[P] ESTC: Elastic Vesting Goals

Thursday, 23 October 2025

1 piece

[P] BLND: Non-GAAP Research Hour

Tuesday, 19 August 2025

1 piece

[P] UNH: Itemized Governance Signals

Monday, 18 August 2025

1 piece

[P] NSP: Inspirational or Attainable Goals?

Sunday, 17 August 2025

1 piece

[P] TENB: Tenable Reasons to Sell

Friday, 15 August 2025

1 piece

[P] TGNA: Deregulatory M&A

Sunday, 1 June 2025

1 piece

[P] OLO: Exploring Potential Sale?

Tuesday, 6 May 2025

1 piece

[P] HUBS: CiC Returns Management

Wednesday, 2 April 2025

1 piece

ILMN: Activism! Part Deux

Wednesday, 26 March 2025

1 piece

[P] ILMN: Activist In, Chairman Out

Thursday, 13 March 2025

1 piece

[P] HSY: Re-Molding Hershey

Monday, 24 February 2025

1 piece

[P] TENB: Tenable Governance

Sunday, 23 February 2025

1 piece

[P] SPHR: Sphere-Priced Incentives

Thursday, 20 February 2025

1 piece

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

Tuesday, 11 February 2025

1 piece

[P] VYX: Checking Out in 2025? (Part 3)

Tuesday, 21 January 2025

1 piece

[PQ] PLTK: Playing Bad (Governance) Odds

Monday, 20 January 2025

1 piece

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

Sunday, 19 January 2025

1 piece

[P] HSY: Applying Governance Molds

Saturday, 18 January 2025

1 piece

[P] HSY: Succession Alternatives

Saturday, 11 January 2025

1 piece

[P] LW: Seeing Possibilities in Activism

Tuesday, 31 December 2024

1 piece

[P] FNMA/FMCC: Charitable Stock Tip

Monday, 23 December 2024

1 piece

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

Thursday, 19 December 2024

1 piece

MAPS: Half-Baked Governance

Wednesday, 18 December 2024

1 piece

[PQ] GDRX: Prescribing a New CEO

Tuesday, 17 December 2024

1 piece

[PQ] TWLO: Chief Legal Officer Resigns

Saturday, 14 December 2024

1 piece

[P] BL: Accounting for Henshall

Thursday, 12 December 2024

1 piece

[P] HSY: Kiss-and-Tell Governance

Tuesday, 10 December 2024

1 piece

[P] EVLV: Scanning for Upside

Friday, 6 December 2024

1 piece

[P] PLTR: Lord of the Memes

Tuesday, 1 October 2024

1 piece

[PQ] RBRK: Rubrik's Cube

Friday, 30 August 2024

1 piece

[P] ISRG: Intuitive CEO Succession?

Thursday, 22 August 2024

1 piece

[P] SBUX: New CEO "Sugar High"

Friday, 2 August 2024

1 piece

[PQ] Spring-Load Watch

Wednesday, 31 July 2024

1 piece

[P] HOLX: Boiling Down the Boilerplate

Tuesday, 30 July 2024

1 piece

[P] SNOW: Snowballing Situation (Part 3)

Saturday, 20 July 2024

1 piece

[PQ] FOUR: Unpacking Insider Buy Signals

About

AUTHOR
Mike

SITE
nongaap.substack.com/