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Buybacks, Long-Term Incentives, and Board Independence
Governance best practice perspectives from Ethos Investment Management
Jan 16
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Michael Chojnacki
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Discussions
Building trust through original writing
Insights from Ryan Floyd from Barca Capital
Jan 2
•
Michael Chojnacki
3
From first meeting to portfolio inclusion
Insights from Martin Majdaniuk
Dec 16, 2025
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Michael Chojnacki
Setting KPIs in Investor Relations
A practical framework for defining goals and measuring what matters
Nov 10, 2025
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Michael Chojnacki
1
Betting on reality: predictions become an asset class
Equity prices bundle hundreds of factors. Prediction markets unbundle them.
Oct 29, 2025
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Michael Chojnacki
Training Investors as ‘Students’ of the Companies They Invest In
Point72’s philosophy about creating a learning curriculum for investors
Sep 30, 2025
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Michael Chojnacki
Skills for the AI-First World
What might still be valuable ten years from now
Aug 20, 2025
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Michael Chojnacki
1
Thematic Approach to Investing
Pondering on the investment themes for 2025-2040
May 29, 2025
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Michael Chojnacki
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Michael's Blog
Writing about capital markets, technology, investing and other things that I find interesting
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