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, 11 May 2023

1 piece

Illumina: Commencing a Regulation Game

Wednesday, 10 May 2023

1 piece

Illumina: Mutually Insured [D&O]estruction

Tuesday, 9 May 2023

1 piece

Illumina: Baillie Gifford and Edgewood's Position

Monday, 8 May 2023

1 piece

Illumina: Icahn's Gambit

Monday, 1 May 2023

1 piece

[Premium] Time Has Expired

Saturday, 29 April 2023

1 piece

Illumina: Non-GAAP Activism

Monday, 24 April 2023

1 piece

Illumina: Malignant Governance

Monday, 10 April 2023

1 piece

[Premium] There Will Be Buyouts

Wednesday, 5 April 2023

1 piece

[Premium] Pumping Cash to Shareholders

Saturday, 1 April 2023

1 piece

[Premium] Securing a Successful Outcome

Wednesday, 22 March 2023

1 piece

SVB: Conflicts of (Insider Loan) Interest

Monday, 20 March 2023

1 piece

[Premium] Documenting M&A Signals

Friday, 17 March 2023

1 piece

SVB: Available-FUD-Sale

Friday, 10 March 2023

1 piece

SIVB: Held-to-Mortem Governance

Tuesday, 7 March 2023

1 piece

[Premium QN] Accounting for In-Fighting

Tuesday, 28 February 2023

1 piece

[Premium] Activist in the Machine?

Monday, 27 February 2023

1 piece

[Premium SN] Sales Process Heating Up?

Saturday, 25 February 2023

2 pieces

[Premium QN] Comment on Takeout Call

[Premium] Waiting a Takeout Call

Wednesday, 22 February 2023

1 piece

[Premium] Golden Parachute III

Wednesday, 15 February 2023

1 piece

[Premium] Requesting a New Card

Wednesday, 8 February 2023

1 piece

[Premium QN] Observing a Special Award

Tuesday, 7 February 2023

1 piece

[Premium QN] Payoff in 30 Calendar-Days

Saturday, 4 February 2023

1 piece

[Premium] Follow-Up to Golden Parachute

Monday, 23 January 2023

1 piece

[Premium] Performance-Based Golden Parachute

Tuesday, 17 January 2023

1 piece

[Premium] Instrumenting a Strategic Review

Saturday, 14 January 2023

1 piece

SHC: Lucky Number Sotera

Thursday, 12 January 2023

1 piece

[Premium] Finding a "Good Reason" to Sell

Monday, 9 January 2023

1 piece

[Premium SN] Bling Gifts

Sunday, 8 January 2023

1 piece

"Dark Arts" Corp Governance - Part 7

Saturday, 7 January 2023

1 piece

WWE's New Board Order

Thursday, 5 January 2023

1 piece

[Premium] Follow-Up to Accounting...

Tuesday, 3 January 2023

1 piece

[Premium] Accounting for Event-Driven Results

Friday, 30 December 2022

1 piece

[Premium] Returning Items

Tuesday, 27 December 2022

1 piece

[Premium] Holiday Overhang

Sunday, 25 December 2022

1 piece

[Premium SN] Fake Santas, Holiday Bonuses, and Governance Signals

Sunday, 18 December 2022

1 piece

Coupa: Thoma Bravo Attracts Another Sell-Out

Monday, 12 December 2022

1 piece

[Premium] Equity is Management's Best Friend

Monday, 5 December 2022

2 pieces

[Premium] Hacking Equity Compensation

[Premium SN] Ephemeral or Real Signal?

About

AUTHOR
Mike

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nongaap.substack.com/