Mike @NonGaap
Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open.. nongaap.com Laguna Beach, CA Joined August 2011-
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"It’s sad that @PabloTorre didn’t take the time to find out how these scammers pulled off their scam." This alleged Aspiration "scam" looks straightforward: + $315m investment from Ballmer, etc. - $300m sponsorship deal for Intuit Dome - $28m no-show marketing deal for Kawhi
"It’s sad that @PabloTorre didn’t take the time to find out how these scammers pulled off their scam." This alleged Aspiration "scam" looks straightforward: + $315m investment from Ballmer, etc. - $300m sponsorship deal for Intuit Dome - $28m no-show marketing deal for Kawhi https://t.co/lGvLEXGkgA
VC dark arts story masquerading as a sports story...
VC dark arts story masquerading as a sports story... https://t.co/A4D12wOn5P
"I’ve come to believe I wasn’t focused on incentives nearly enough" - @AndrewRangeley I feel the same way about succession. IMO succession is the "final boss" of incentives and governance. It takes up a lot of my mindshare, but I still feel I'm not focused enough on this.
"I’ve come to believe I wasn’t focused on incentives nearly enough" - @AndrewRangeley I feel the same way about succession. IMO succession is the "final boss" of incentives and governance. It takes up a lot of my mindshare, but I still feel I'm not focused enough on this. https://t.co/6r9yOomNsB
My friend @NonGaap once said, "once you see the corporate dark arts, you can't unsee it / you'll see it everywhere" Feel the same about bad company incentives. Once you've peaked behind the scenes and seen them drive awful outcomes, you can't unsee it / you'll see it everywhere
My friend @NonGaap once said, "once you see the corporate dark arts, you can't unsee it / you'll see it everywhere" Feel the same about bad company incentives. Once you've peaked behind the scenes and seen them drive awful outcomes, you can't unsee it / you'll see it everywhere
The Art of the Insider Trade.
The Art of the Insider Trade.
Bob Nardelli: Stock market response to tariffs are an “over-reaction” Wife: “I got tariff’d!” Me: “Have you considered pottery making as a vocation?” $HD isn’t messing around marking up prices overnight. 😭
If this keeps up, we’re going to see retention grants doled out to CEOs
Tfw activist defense partners run playbooks they learned as associates…
Clean up the Board, settle the investigation, and sell.
Clean up the Board, settle the investigation, and sell. https://t.co/qHasmhL9wF
Abruptly retiring at 55 y/o after seeing your $ILMN holdings get obliterated is certainly a choice. 8-K: "On March 18, 2025, Carissa Rollins, Chief Information Officer, notified Illumina, Inc. that she will be retiring effective as of April 11, 2025." 1 more departure to go...
Abruptly retiring at 55 y/o after seeing your $ILMN holdings get obliterated is certainly a choice. 8-K: "On March 18, 2025, Carissa Rollins, Chief Information Officer, notified Illumina, Inc. that she will be retiring effective as of April 11, 2025." 1 more departure to go... https://t.co/oATgrDvcaM
Show me the incentive & grab some 🍿 I’m about to 🔥 down their outcome
Does Francis attract trouble or does trouble attract Francis? $ILMN
Does Francis attract trouble or does trouble attract Francis? $ILMN https://t.co/gZLPW73zyI
Incentives Lesson: Spring-Loading is the practice of granting equity to insiders before a "positive news" event to reap excess profits It's legal-ish if it's disclosed and expensed properly, meaning companies will literally tell you they can-and-will "insider trade" equity comp
Executive Suite 🤝 Executive Branch: “Ignore stock-based costs.”
We’re this 🤏 close to Canada and Europe implementing 80% capital gains tax on meme coins in response to tariffs.
Hiding financial stakes is a bipartisan grifter activity. This set-up allows for selective enforcement and punishment. Reuters: US Treasury Department says it will not enforce anti-money laundering law
Well-timed capital raise. Should've bought their holdings the moment it was announced. Doh! 🤦♂️
Well-timed capital raise. Should've bought their holdings the moment it was announced. Doh! 🤦♂️ https://t.co/lck7DLJz6m
Out: "Would you rather be right or make money?" In: "Would you rather be wrong or make money?"
I like to believe we're this 🤏 close to Elliott Management confiscating meme coin profits to collect on defaulted Argentina bonds.
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