Lessons from Tobi Lutke's ongoing journey from Founder to CEO to Steward
I'm pausing premium and assessing strategic options
Something Old, Something Nu, Something Borrowed, Something Blue...
Examining MicroStrategy's bitcoin narrative shift
Case Study: How misaligned incentives at CoreLogic led to an activist confrontation
Evaluating strategic alternatives before committing to significant buybacks?
A framework to examine & integrate corp governance into your investment process
On "Pokémon" Governance, SPACs, and The "Go Public" Process
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Nongaap Investing