The Special Situation Cast

Non-GAAP Mike: How To Derive Valuable Signals From Proxy Filings

September 30, 2020 Bram de Haas
The Special Situation Cast
Non-GAAP Mike: How To Derive Valuable Signals From Proxy Filings
Show Notes

Non-GAAP Mike has a fascinating background as an analyst at a very well-known hedge-fund and when it wound up transitioned into tech. He also writes a superb substack called non-GAAP where he dives deep into proxy's to come up with valuable signals that something is about to change in a business.

Non-GAAP:

https://nongaap.substack.com/

Mike on Twitter:

https://twitter.com/nongaap?lang=en