Michael's Blog

Buybacks, Long-Term Incentives, and Board Independence

Governance best practice perspectives from Ethos Investment Management

Jan 16 • Michael Chojnacki

Building trust through original writing

Insights from Ryan Floyd from Barca Capital

Jan 2 • Michael Chojnacki

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December 2025

From first meeting to portfolio inclusion

Insights from Martin Majdaniuk

Dec 16, 2025 • Michael Chojnacki

November 2025

Setting KPIs in Investor Relations

A practical framework for defining goals and measuring what matters

Nov 10, 2025 • Michael Chojnacki

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October 2025

Betting on reality: predictions become an asset class

Equity prices bundle hundreds of factors. Prediction markets unbundle them.

Oct 29, 2025 • Michael Chojnacki

September 2025

Training Investors as ‘Students’ of the Companies They Invest In

Point72’s philosophy about creating a learning curriculum for investors

Sep 30, 2025 • Michael Chojnacki

August 2025

Skills for the AI-First World

What might still be valuable ten years from now

Aug 20, 2025 • Michael Chojnacki

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May 2025

Thematic Approach to Investing

Pondering on the investment themes for 2025-2040

May 29, 2025 • Michael Chojnacki

April 2025

What Could a Tokenised Stock Look Like?

Can Blockchain remove the final barriers to a truly global securities market?

Apr 10, 2025 • Michael Chojnacki

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December 2024

IR Trends 2025

Takeaways from my presentation in Istanbul last week

Dec 19, 2024 • Michael Chojnacki

November 2024

Stablecoins and the Capital Market

How Removing Friction in Money Movement Unlocks New Possibilities for Capital Markets

Nov 27, 2024 • Michael Chojnacki

October 2024

Impressions from GITEX 2024

A walk through the region's loudest tech fest

Oct 24, 2024 • Michael Chojnacki