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