Yet Another Value Podcast

Mike from Non-Gaap on the Corporate Dark Arts

5 snips
Aug 6, 2020
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
How to Blend Corporate Governance, Board Behavior, and Insider Transactions to Signal Material Moves
01:47 • 3min
3
The Power of a Single Voice in the Room Advocating
04:36 • 4min
4
The Corporate Dark Arts
08:52 • 2min
5
Investing in Cheap Companies Is the Way to Go
10:31 • 2min
6
The Negative Effects of Public Content IP
12:35 • 4min
7
The Dark Arts of Spring Loading
17:03 • 2min
8
Kodak's CEO and the Board Stolen $30 Million From Shareholders
18:53 • 2min
9
The Importance of Rewarding People
21:03 • 2min
10
How to Avoid Being a Knucklehead When Following a Company
23:03 • 4min
11
The Benefits of Working With a PE Firm
27:03 • 2min
12
The Importance of Being Founder Friendly
29:08 • 2min
13
Insider Purchasing: A Signal for a Fair Process
31:37 • 4min
14
The Importance of Objective Thinking in Directors
35:30 • 4min
15
Snapchat's Tire Fire
39:12 • 5min
16
The Importance of Compensation in a Busted IPO
43:42 • 2min
17
The Importance of Governance in Technology
45:34 • 2min
18
The Benefits of Having Your Thoughts Out There in Public
48:02 • 2min
19
The Pros and Cons of Kodak and Vaxart
50:22 • 2min
20
How to Have a Good Conversation
52:23 • 2min
21
How to Screen for a Stock Blow Up
54:36 • 4min
22
The Biggest Mistake in Your Life
58:55 • 3min
23
The Importance of Social Proof in a Career
01:01:29 • 4min
24
The Importance of Never Selling
01:05:38 • 4min
25
The Importance of Diversity in Board Selection
01:09:45 • 4min
26
The Power of Technical Activist Fights
01:14:13 • 2min