[P] Sequencing Governance Signals
May 01, 2024
OpenAI Startup Fund: GP Hallucination
March 28, 2024
March 22, 2024
March 19, 2024
[P] Gordian Knot Problems (Part 2)
February 29, 2024
[P] Illumina Enters a 30-ish Day Window
February 20, 2024
[P] OpenAI: A Governance Odyssey
February 06, 2024
[P] Gordian Knot Problems (Part 1)
February 05, 2024
November 01, 2023
Illumina: Icahn Drops "Helix" Bombshell
October 29, 2023
[Premium] "Dark Arts" Shell Companies
October 23, 2023
[Premium] Accounting for Executive Duties
October 18, 2023
October 15, 2023
Illumina: "Classical" vs. "Quantum" Governance
October 03, 2023
Illumina: Painting a Picture With Disclosures
September 30, 2023
Illumina: RICO Investment Trust
September 30, 2023
[Premium] Act of God Exclusions
September 29, 2023
[Premium] Sufficient M&A Signal?
August 24, 2023
Illumina: Unidentified Financing Operation?
August 22, 2023
Illumina: Discloses SEC Investigation
August 15, 2023
[Premium] The Stock Gift Rabbit-Hole
August 12, 2023
August 01, 2023
Illumina: SEC's Proxy Fight Review
July 28, 2023
July 17, 2023
July 12, 2023
[Premium] Charitable Liability
July 07, 2023
[Premium] Transferring Money Assets
June 27, 2023
Illumina: CEO Abruptly Resigns
June 14, 2023
[Premium] Illumina: The Calm Before the Storm
June 07, 2023
May 24, 2023
Illumina: Chair Doubles Down on SEC Violations
May 19, 2023
May 18, 2023
May 15, 2023
May 12, 2023
Illumina: Commencing a Regulation Game
May 11, 2023
Illumina: Mutually Insured [D&O]estruction
May 10, 2023
Illumina: Baillie Gifford and Edgewood's Position
May 09, 2023
May 08, 2023
May 01, 2023
April 29, 2023
Illumina: Malignant Governance
April 24, 2023
[Premium] There Will Be Buyouts
April 10, 2023
[Premium] Pumping Cash to Shareholders
April 05, 2023
[Premium] Securing a Successful Outcome
April 01, 2023
SVB: Conflicts of (Insider Loan) Interest
March 22, 2023
[Premium] Documenting M&A Signals
March 20, 2023
March 17, 2023
SIVB: Held-to-Mortem Governance
March 10, 2023
[Premium QN] Accounting for In-Fighting
March 07, 2023
[Premium] Activist in the Machine?
February 28, 2023
[Premium SN] Sales Process Heating Up?
February 27, 2023
[Premium QN] Comment on Takeout Call
February 25, 2023
[Premium] Waiting a Takeout Call
February 25, 2023
[Premium] Golden Parachute III
February 22, 2023
[Premium] Requesting a New Card
February 15, 2023
[Premium QN] Observing a Special Award
February 08, 2023
[Premium QN] Payoff in 30 Calendar-Days
February 07, 2023
[Premium] Follow-Up to Golden Parachute
February 04, 2023
[Premium] Performance-Based Golden Parachute
January 23, 2023
[Premium] Instrumenting a Strategic Review
January 17, 2023
January 14, 2023
[Premium] Finding a "Good Reason" to Sell
January 12, 2023
January 09, 2023
"Dark Arts" Corp Governance - Part 7
January 08, 2023
January 07, 2023
[Premium] Follow-Up to Accounting...
January 05, 2023
[Premium] Accounting for Event-Driven Results
January 03, 2023
December 30, 2022
December 27, 2022
[Premium SN] Fake Santas, Holiday Bonuses, and Governance Signals
December 25, 2022
Coupa: Thoma Bravo Attracts Another Sell-Out
December 18, 2022
[Premium] Equity is Management's Best Friend
December 12, 2022
[Premium] Hacking Equity Compensation
December 05, 2022
[Premium SN] Ephemeral or Real Signal?
December 05, 2022
[Premium] Redeeming Governance Coupons
November 30, 2022
Stock-Based Comp: The Usual Opinions
November 28, 2022
[Premium] Seeing Governance Bigfoot
November 24, 2022
[Premium] Director Resigning or Re-Signing?
November 19, 2022
[Premium QN] Navigating the SaaS Growth Trail
November 16, 2022
[Premium QN] Follow-up to M&A Bridge
November 15, 2022
[Premium] Cable, Voice, and Video Bundle
November 14, 2022
November 12, 2022
[Premium] Crossing the M&A Bridge
November 04, 2022
[Premium] Governance Analytics
October 31, 2022
[Premium] Riding Markets Out-of-Saddle
October 30, 2022
Twitter: Corp Governance "Dark Arts" (Part 6)
October 25, 2022
[Premium] Governance Game of Thrones
October 23, 2022
[Premium] Premium Newsletter Update
December 02, 2021
[Premium] Governance Agents Intervene
November 29, 2021
[Premium QN] Preparing for a Fight...or a Deal?
November 18, 2021
[Premium] "Extended Warranty" Governance
November 14, 2021
Nubank: Marrying Strategy, Opportunity, and Culture
November 03, 2021
[Premium] Equity Grant Signal: Trick or Treat?
October 31, 2021
October 17, 2021
[Premium QN] Re-Fueling on Equity
October 10, 2021
[Premium] Fishing Uncharted Waters
October 04, 2021
[Premium] Spectrum of Outcomes
September 19, 2021
[Premium] Figuring Out What to Watch
September 06, 2021
[Premium QN] Finding Signal in Noise?
August 19, 2021
August 16, 2021
August 09, 2021
[Premium] "Trembling with Greed" Governance?
July 25, 2021
July 18, 2021
[Premium] Finding Inspiration from the Past
July 12, 2021
[Premium QN] Threading Effective Comp
July 05, 2021
[Premium] Strategic Alternatives Parlay
July 01, 2021
[Premium QN] Game of Blitz Activism
June 21, 2021
[Premium] Expectation vs. Reality
June 13, 2021
[Premium QN] Governance Memory Bank
June 05, 2021
Shopify: Evolution of a Leader
May 31, 2021
[Premium QN] Canary in the Consolidation Mine
May 18, 2021
[Premium] Your Merger is out for Delivery
May 15, 2021
[Premium QN] The Eye of Governance
April 26, 2021
[Premium] "To the Moon" Upside?
April 24, 2021
[Premium QN] Betting on Upside Part 2
April 13, 2021
[Premium QN] Rising from the Value Trap Ashes?
April 07, 2021
[Premium] Thinking 1 to 2 Years Ahead
March 28, 2021
[Premium] Digital Transformation
March 22, 2021
[Premium] Steady Dose of High-Hurdle Equity
March 15, 2021
[Premium QN] "Average Up" Signals
March 01, 2021
February 24, 2021
[Premium QN] Texas Sized Problem
February 19, 2021
[Premium] Assessing Strategic Options
February 15, 2021
[Premium] Game of Compensation Poker
February 10, 2021
[Premium] Super (Governance) Bowl
February 07, 2021
[Premium QN] 'Tis but a scratch!
January 28, 2021
[Premium] Broken IPO Meets a Squeeze
January 26, 2021
[Premium] Upsized Equity Grant
January 24, 2021
MicroStrategy: From B.I. to Bitcoin
January 18, 2021
[Premium QN] Follow-up to Diagnosing Equity Sales
January 17, 2021
[Premium QN] Diagnosing Equity Sales
January 14, 2021
[Premium QN] When Markets Give Sugar
January 12, 2021
[Premium] Cocktails & Compensation
January 06, 2021
[Premium QN] Compensation Chess
December 27, 2020
[Premium QN] Stars are Re-Aligning
December 22, 2020
[Premium QN] Betting on Further Upside
December 20, 2020
[Premium QN] Boardroom Settlement
December 15, 2020
The Impact of Misaligned Incentives
December 13, 2020
[Premium] Potential for more than generic returns
December 07, 2020
November 30, 2020
[Premium QN] Maintaining All Options
November 13, 2020
[Premium QN] New Board, New CEO, New Price-Based Hurdles
November 05, 2020
November 03, 2020
October 30, 2020
October 29, 2020
[Premium] At the Heart of the Datacenter
October 23, 2020
October 17, 2020
[Premium] New Leadership, New Scope?
October 12, 2020
[Premium] Strategic Alternatives in the Era of SPACs
September 29, 2020
September 27, 2020
[Premium] On Your Mark. Get Set. Go?
September 13, 2020
[Premium] Will the Stars Finally Align?
September 04, 2020
August 22, 2020
[Premium QN] When Pigs Aren't Slaughtered
August 13, 2020
[Premium QN] Follow-up to Trade Winds
August 09, 2020
[Premium QN] Total Trash Returns
August 06, 2020
[Premium QN] Following Trade Winds
August 04, 2020
Corp Governance "Dark Arts": Part 5
July 31, 2020
July 27, 2020
[Premium] Re-Designing Exec Comp
July 20, 2020
The (Vax)Art of Well-Timed Insider Transactions
July 05, 2020
Grants Out: A Stock Grant Mystery
June 23, 2020
Governance Wars: Blowing Up Hertz's Stock Sale
June 14, 2020
Angie's (Compensation Hurdle) List
June 07, 2020
[Premium Unlocked] Most Egregious Equity Grant of 2020?
June 04, 2020
Profiting from Corp Governance "Dark Arts": Part 4
May 24, 2020
Profiting from Corp Governance "Dark Arts": Part 3
May 11, 2020
[Premium Unlocked] e.l.f. x Activist Collaboration?
May 07, 2020
Warren Buffett on Buybacks & Boards
May 05, 2020
April 17, 2020
Deconstructing DoorDash's Coronavirus Response
March 22, 2020