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 ↗

Wednesday, 30 November 2022

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[Premium] Redeeming Governance Coupons

Monday, 28 November 2022

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Stock-Based Comp: The Usual Opinions

Thursday, 24 November 2022

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[Premium] Seeing Governance Bigfoot

Saturday, 19 November 2022

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[Premium] Director Resigning or Re-Signing?

Wednesday, 16 November 2022

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[Premium QN] Navigating the SaaS Growth Trail

Tuesday, 15 November 2022

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[Premium QN] Follow-up to M&A Bridge

Monday, 14 November 2022

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[Premium] Cable, Voice, and Video Bundle

Saturday, 12 November 2022

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Lord of the Operating Models

Friday, 4 November 2022

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[Premium] Crossing the M&A Bridge

Monday, 31 October 2022

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[Premium] Governance Analytics

Sunday, 30 October 2022

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[Premium] Riding Markets Out-of-Saddle

Tuesday, 25 October 2022

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Twitter: Corp Governance "Dark Arts" (Part 6)

Sunday, 23 October 2022

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[Premium] Governance Game of Thrones

Thursday, 2 December 2021

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[Premium] Premium Newsletter Update

Monday, 29 November 2021

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[Premium] Governance Agents Intervene

Thursday, 18 November 2021

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[Premium QN] Preparing for a Fight...or a Deal?

Sunday, 14 November 2021

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[Premium] "Extended Warranty" Governance

Wednesday, 3 November 2021

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Nubank: Marrying Strategy, Opportunity, and Culture

Sunday, 31 October 2021

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[Premium] Equity Grant Signal: Trick or Treat?

Sunday, 17 October 2021

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[Premium] Event-Driven Matrix

Sunday, 10 October 2021

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[Premium QN] Re-Fueling on Equity

Monday, 4 October 2021

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[Premium] Fishing Uncharted Waters

Sunday, 19 September 2021

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[Premium] Spectrum of Outcomes

Monday, 6 September 2021

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[Premium] Figuring Out What to Watch

Thursday, 19 August 2021

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[Premium QN] Finding Signal in Noise?

Monday, 16 August 2021

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[Premium] Green Governance

Monday, 9 August 2021

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[Premium] Governance Musings

Sunday, 25 July 2021

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[Premium] "Trembling with Greed" Governance?

Sunday, 18 July 2021

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[Premium QN] Reading the Bet

Monday, 12 July 2021

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[Premium] Finding Inspiration from the Past

Monday, 5 July 2021

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[Premium QN] Threading Effective Comp

Thursday, 1 July 2021

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[Premium] Strategic Alternatives Parlay

Monday, 21 June 2021

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[Premium QN] Game of Blitz Activism

Sunday, 13 June 2021

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[Premium] Expectation vs. Reality

Saturday, 5 June 2021

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[Premium QN] Governance Memory Bank

Monday, 31 May 2021

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Shopify: Evolution of a Leader

Tuesday, 18 May 2021

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[Premium QN] Canary in the Consolidation Mine

Saturday, 15 May 2021

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[Premium] Your Merger is out for Delivery

Monday, 26 April 2021

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[Premium QN] The Eye of Governance

Saturday, 24 April 2021

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[Premium] "To the Moon" Upside?

About

AUTHOR
Mike

SITE
nongaap.substack.com/