Add to your lists

Recommended Content

Picture of Apricitas Economics

Charting the Largest Tariff Hike in Modern History

April 12, 2025, 5:26 p.m.

No Paywall
Picture of Net Interest

Bond Vigilantes

April 12, 2025, 11:02 a.m.

Some Paywall
Picture of Fabricated Knowledge

After the Fallout: Yields Spiral

April 11, 2025, 3:15 p.m.

Some Paywall
Picture of 01Core

Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)

April 11, 2025, 1:31 p.m.

No Paywall
Picture of Stratechery - Spotify

Trade, Tariffs, and Tech

April 7, 2025, 8:41 p.m.

Paywall
FinBrowser logo

How would you rate this source in terms of content quality?
Source Picture

Nongaap Investing

Picture of Nongaap Investing

Similiar Sources

Picture of 8% Value Investhink
8% Value Investhink
Generalists - Analysis 8.0
Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
Generalists - Analysis 9.0
Picture of Asian Century Stocks
Asian Century Stocks
Generalists - Analysis 8.0
Picture of Behind the Balance Sheet
Behind the Balance Sheet
Generalists - Analysis 9.0
Picture of Ben Sparham
Ben Sparham
Generalists - Analysis 8.0
Picture of BIG by Matt Stoller
BIG by Matt Stoller
Generalists - Analysis 9.0
Picture of Bonner Private Research
Bonner Private Research
Generalists - Analysis 8.0
Picture of Canadian Value Stocks
Canadian Value Stocks
Generalists - Analysis 8.0
Picture of Capital Employed
Capital Employed
Generalists - Analysis 8.0
Picture of Cedar Grove Capital
Cedar Grove Capital
Generalists - Analysis 9.0

Summary

Sector Generalists
Content Type Analysis
Website Substack
Paywall Semi

Ratings

Average Rating 9.0
Ratings 1
Your Rating Rate
Ranking 75

Content

Picture of Nongaap Investing

ILMN: Activism! Part Deux

April 2, 2025, 11:30 a.m.

Some Paywall
Picture of Nongaap Investing

[P] ILMN: Activist In, Chairman Out

March 26, 2025, 1:12 p.m.

Some Paywall
Picture of Nongaap Investing

[P] HSY: Re-Molding Hershey

March 13, 2025, 11:43 a.m.

Some Paywall
Picture of Nongaap Investing

[P] TENB: Tenable Governance

Feb. 24, 2025, 2:13 p.m.

Some Paywall
Picture of Nongaap Investing

[P] SPHR: Sphere-Priced Incentives

Feb. 23, 2025, 1 p.m.

Some Paywall
Picture of Nongaap Investing

[P] VYX: Checking Out in 2025? (Part 4)

Feb. 20, 2025, 3:46 p.m.

Some Paywall
Picture of Nongaap Investing

[P] VYX: Checking Out in 2025? (Part 3)

Feb. 11, 2025, 2:37 p.m.

Some Paywall
Picture of Nongaap Investing

[PQ] PLTK: Playing Bad (Governance) Odds

Jan. 21, 2025, 11:55 a.m.

Some Paywall
Picture of Nongaap Investing

[P] VYX: Checking Out in 2025? (Part 2)

Jan. 20, 2025, 12:24 p.m.

Some Paywall
Picture of Nongaap Investing

[P] HSY: Applying Governance Molds

Jan. 19, 2025, noon

Some Paywall
Picture of Nongaap Investing

[P] HSY: Succession Alternatives

Jan. 18, 2025, 12:19 p.m.

Some Paywall
Picture of Nongaap Investing

[P] LW: Seeing Possibilities in Activism

Jan. 11, 2025, 4:48 p.m.

Some Paywall
Picture of Nongaap Investing

[P] FNMA/FMCC: Charitable Stock Tip

Dec. 31, 2024, 2:46 p.m.

Some Paywall
Picture of Nongaap Investing

[VYX] Checking Out in 2025? (Part 1)

Dec. 23, 2024, 4:13 p.m.

Some Paywall
Picture of Nongaap Investing

MAPS: Half-Baked Governance

Dec. 19, 2024, 2:10 p.m.

Some Paywall
Picture of Nongaap Investing

[PQ] GDRX: Prescribing a New CEO

Dec. 18, 2024, 2:06 p.m.

Some Paywall
Picture of Nongaap Investing

[PQ] TWLO: Chief Legal Officer Resigns

Dec. 17, 2024, 1:47 a.m.

Some Paywall
Picture of Nongaap Investing

[P] BL: Accounting for Henshall

Dec. 14, 2024, 3:47 p.m.

Some Paywall
Picture of Nongaap Investing

[P] HSY: Kiss-and-Tell Governance

Dec. 12, 2024, 1:24 p.m.

Some Paywall
Picture of Nongaap Investing

[P] EVLV: Scanning for Upside

Dec. 10, 2024, 1:08 p.m.

Some Paywall
Picture of Nongaap Investing

[P] PLTR: Lord of the Memes

Dec. 6, 2024, 1:26 p.m.

Some Paywall
Picture of Nongaap Investing

[PQ] RBRK: Rubrik's Cube

Oct. 1, 2024, 6:03 a.m.

Some Paywall
Picture of Nongaap Investing

[P] ISRG: Intuitive CEO Succession?: Succession should be straightforward, but major complications could arise

Aug. 30, 2024, 1:07 p.m.

Some Paywall
Picture of Nongaap Investing

[P] SBUX: New CEO "Sugar High": Investors are pumped, but be weary of the "sugar crash"

Aug. 22, 2024, 11:34 p.m.

Some Paywall
Picture of Nongaap Investing

[PQ] Spring-Load Watch: An interesting situation to monitor

Aug. 2, 2024, 12:59 p.m.

Some Paywall