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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 ↗

Wednesday, 30 November 2022

1 piece
[Premium] Redeeming Governance Coupons

Monday, 28 November 2022

1 piece
Stock-Based Comp: The Usual Opinions

Thursday, 24 November 2022

1 piece
[Premium] Seeing Governance Bigfoot

Saturday, 19 November 2022

1 piece
[Premium] Director Resigning or Re-Signing?

Wednesday, 16 November 2022

1 piece
[Premium QN] Navigating the SaaS Growth Trail

Tuesday, 15 November 2022

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

Monday, 14 November 2022

1 piece
[Premium] Cable, Voice, and Video Bundle

Saturday, 12 November 2022

1 piece
Lord of the Operating Models

Friday, 4 November 2022

1 piece
[Premium] Crossing the M&A Bridge

Monday, 31 October 2022

1 piece
[Premium] Governance Analytics

Sunday, 30 October 2022

1 piece
[Premium] Riding Markets Out-of-Saddle

Tuesday, 25 October 2022

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

Sunday, 23 October 2022

1 piece
[Premium] Governance Game of Thrones

Thursday, 2 December 2021

1 piece
[Premium] Premium Newsletter Update

Monday, 29 November 2021

1 piece
[Premium] Governance Agents Intervene

Thursday, 18 November 2021

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

Sunday, 14 November 2021

1 piece
[Premium] "Extended Warranty" Governance

Wednesday, 3 November 2021

1 piece
Nubank: Marrying Strategy, Opportunity, and Culture

Sunday, 31 October 2021

1 piece
[Premium] Equity Grant Signal: Trick or Treat?

Sunday, 17 October 2021

1 piece
[Premium] Event-Driven Matrix

Sunday, 10 October 2021

1 piece
[Premium QN] Re-Fueling on Equity

Monday, 4 October 2021

1 piece
[Premium] Fishing Uncharted Waters

Sunday, 19 September 2021

1 piece
[Premium] Spectrum of Outcomes

Monday, 6 September 2021

1 piece
[Premium] Figuring Out What to Watch

Thursday, 19 August 2021

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[Premium QN] Finding Signal in Noise?

Monday, 16 August 2021

1 piece
[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

1 piece
[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

1 piece
[Premium] Strategic Alternatives Parlay

Monday, 21 June 2021

1 piece
[Premium QN] Game of Blitz Activism

Sunday, 13 June 2021

1 piece
[Premium] Expectation vs. Reality

Saturday, 5 June 2021

1 piece
[Premium QN] Governance Memory Bank

Monday, 31 May 2021

1 piece
Shopify: Evolution of a Leader

Tuesday, 18 May 2021

1 piece
[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

1 piece
[Premium] "To the Moon" Upside?
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