Nongaap Investing

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The latest theses, insights, and blog posts from Nongaap Investing

[PQ] RBRK: Rubrik's Cube

October 01, 2024

[PQ] Spring-Load Watch

August 02, 2024

[Premium] Dialing-Up a Deal?

November 01, 2023

Illumina: RICO Investment Trust

September 30, 2023

[Premium] Act of God Exclusions

September 29, 2023

[Premium] Deal Observations

August 01, 2023

SVB: Available-FUD-Sale

March 17, 2023

[Premium] Golden Parachute III

February 22, 2023

SHC: Lucky Number Sotera

January 14, 2023

[Premium SN] Bling Gifts

January 09, 2023

WWE's New Board Order

January 07, 2023

[Premium] Returning Items

December 30, 2022

[Premium] Holiday Overhang

December 27, 2022

Lord of the Operating Models

November 12, 2022

[Premium] Spectrum of Outcomes

September 19, 2021

[Premium] Green Governance

August 16, 2021

[Premium QN] Driving Outcomes

February 24, 2021

[Premium] Activist Farm

November 30, 2020

How to G.O.V.E.R.N.

November 03, 2020

[Premium] Hail to the Chief

October 30, 2020

[Premium] Inphi Follow-up

October 29, 2020

GOGO Strategic Alternatives

September 27, 2020

[Premium QN] Stock on Sale?

August 22, 2020

[Premium] Time to Party?

July 27, 2020

Airbnb: Air Boom 'n Bust

April 17, 2020