Yet Another Value Podcast

Mike from Non-Gaap on the Corporate Dark Arts

Aug 6, 2020

01:15:42

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AI Chapters

Episode notes

Introduction

2min

How to Blend Corporate Governance, Board Behavior, and Insider Transactions to Signal Material Moves

3min

The Power of a Single Voice in the Room Advocating

4min

The Corporate Dark Arts

2min

Investing in Cheap Companies Is the Way to Go

2min

The Negative Effects of Public Content IP

4min

The Dark Arts of Spring Loading

2min

Kodak's CEO and the Board Stolen $30 Million From Shareholders

2min

The Importance of Rewarding People

2min

10.

How to Avoid Being a Knucklehead When Following a Company

4min

11.

The Benefits of Working With a PE Firm

2min

12.

The Importance of Being Founder Friendly

2min

13.

Insider Purchasing: A Signal for a Fair Process

4min

14.

The Importance of Objective Thinking in Directors

4min

15.

Snapchat's Tire Fire

5min

16.

The Importance of Compensation in a Busted IPO

2min

17.

The Importance of Governance in Technology

2min

18.

The Benefits of Having Your Thoughts Out There in Public

2min

19.

The Pros and Cons of Kodak and Vaxart

2min

20.

How to Have a Good Conversation

2min

21.

How to Screen for a Stock Blow Up

4min

22.

The Biggest Mistake in Your Life

3min

23.

The Importance of Social Proof in a Career

4min

24.

The Importance of Never Selling

4min

25.

The Importance of Diversity in Board Selection

4min

26.

The Power of Technical Activist Fights

2min

An interview with Mike from Non-Gaap (https://nongaap.substack.com/). We discuss the corporate dark arts, how insiders profited from good news at Kodak (KODK) and Vaxart (VXRT), and more.

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