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 ↗

Tuesday, 11 June 2024

1 piece

[P] SNOW: Snowballing Situation (Part 2)

Monday, 10 June 2024

1 piece

[P] SNOW: Snowballing Cyber Situation

Tuesday, 4 June 2024

1 piece

New Series: Corp Governance "Light Arts"

Sunday, 26 May 2024

1 piece

Illumina: There Will Be (Financial) Blood

Monday, 20 May 2024

1 piece

[P] Illumina: Un-Redacted Governance

Tuesday, 7 May 2024

1 piece

[P] SOTP Governance (Part 1)

Wednesday, 1 May 2024

1 piece

[P] Sequencing Governance Signals

Thursday, 28 March 2024

1 piece

OpenAI Startup Fund: GP Hallucination

Friday, 22 March 2024

1 piece

[P] Oppenh(AI)mer (Part 2)

Tuesday, 19 March 2024

1 piece

[P] Oppenh(AI)mer (Part 1)

Thursday, 29 February 2024

1 piece

[P] Gordian Knot Problems (Part 2)

Tuesday, 20 February 2024

1 piece

[P] Illumina Enters a 30-ish Day Window

Tuesday, 6 February 2024

1 piece

[P] OpenAI: A Governance Odyssey

Monday, 5 February 2024

1 piece

[P] Gordian Knot Problems (Part 1)

Wednesday, 1 November 2023

1 piece

[Premium] Dialing-Up a Deal?

Sunday, 29 October 2023

1 piece

Illumina: Icahn Drops "Helix" Bombshell

Monday, 23 October 2023

1 piece

[Premium] "Dark Arts" Shell Companies

Wednesday, 18 October 2023

1 piece

[Premium] Accounting for Executive Duties

Sunday, 15 October 2023

1 piece

[Premium] Holistic Governance

Tuesday, 3 October 2023

1 piece

Illumina: "Classical" vs. "Quantum" Governance

Saturday, 30 September 2023

2 pieces

Illumina: Painting a Picture With Disclosures

Illumina: RICO Investment Trust

Friday, 29 September 2023

1 piece

[Premium] Act of God Exclusions

Thursday, 24 August 2023

1 piece

[Premium] Sufficient M&A Signal?

Tuesday, 22 August 2023

1 piece

Illumina: Unidentified Financing Operation?

Tuesday, 15 August 2023

1 piece

Illumina: Discloses SEC Investigation

Saturday, 12 August 2023

1 piece

[Premium] The Stock Gift Rabbit-Hole

Tuesday, 1 August 2023

1 piece

[Premium] Deal Observations

Friday, 28 July 2023

1 piece

Illumina: SEC's Proxy Fight Review

Monday, 17 July 2023

1 piece

[Premium] The Finish Line

Wednesday, 12 July 2023

1 piece

Shift4: The Orca in the Room

Friday, 7 July 2023

1 piece

[Premium] Charitable Liability

Tuesday, 27 June 2023

1 piece

[Premium] Transferring Money Assets

Wednesday, 14 June 2023

1 piece

Illumina: CEO Abruptly Resigns

Wednesday, 7 June 2023

1 piece

[Premium] Illumina: The Calm Before the Storm

Wednesday, 24 May 2023

1 piece

Illumina: An Impossible Task

Friday, 19 May 2023

1 piece

Illumina: Chair Doubles Down on SEC Violations

Thursday, 18 May 2023

1 piece

Illumina: Fraud by Omission

Monday, 15 May 2023

1 piece

Illumina: Prelude to Endgame

Friday, 12 May 2023

1 piece

[Premium QN] Ripple Effect

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Mike

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