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Nongaap Investing

Nongaap Investing is the blog and newsletter of Mike, tracked by SandHill.io for its investment theses, industry analysis and operating insight. This page collects 217 posts published between March 2020 and September 2026. Nongaap Investing publishes roughly 1 post a month; the best of them appear in the SandHill weekly digest.

217 posts indexed1 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
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