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

The Special Situation Cast - A podcast by Bram de Haas

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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