An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.
Delivering technical accounting research and practical solutions for digital assets accounting. Talking about technology use cases in public accounting. Considering web3 industry trends.
The Pragmatic Optimist is an AI-focused investment research publication, where we help investors successfully navigate the evolving AI innovation landscape, and make long-term investments with proven alpha generating returns.
Helping thousands of investors Outperform the Market consistently through high-conviction contrarian and growth opportunities | Deep dives, stock ideas and portfolio | Full-time professional portfolio manager
Reformed sell-side equity research analyst; my background is in paper & packaging and more broadly the goods industry, and I follow accounting, banking, and economy-wide issues as they pertain to my former coverage universe.
Disclosure Insight publishes investment research focused on public company interactions with the US Securities and Exchange Commission (SEC). Been at it since 2000. John P. Gavin, CFA, NACD.DC