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@activistinvestor

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14.11.2024
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Latest posts by @activistinvestor

Preview
State regulation of proxy advisors Podcast Episode · Shareholder Primacy · February 25 · 36m

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about proposed state regulation of proxy advisors.

Here at Apple:

podcasts.apple.com/us/podcast/s...

25.02.2026 18:57 👍 4 🔁 1 💬 1 📌 0
Preview
Musk securities fraud; Warner Brothers Discovery update Podcast Episode · Shareholder Primacy · 02/18/2026 · 37m

New Shareholder Primacy podcast! This week, me and @activistinvestor.bsky.social talk about the latest Warner/Netflix/Paramount developments (okay, fine, latest as of Sunday afternoon when we recorded), and a(nother) securities fraud case against Elon Musk.

Here at Apple:

18.02.2026 20:48 👍 6 🔁 1 💬 2 📌 0

HORA BEFORE ZOD

14.02.2026 03:26 👍 2 🔁 0 💬 0 📌 0
Warner Brothers Discovery
Warner Brothers Discovery YouTube video by Free Float Media

First was a great conversation between @activistinvestor.bsky.social and @annmlipton.bsky.social breaking down the twisted soap opera/legal drama that is the Warner Brothers Discovery M&A process on the Shareholder Primacy podcast www.youtube.com/watch?v=ypdm... (2/5)

29.01.2026 03:18 👍 2 🔁 1 💬 1 📌 0
Preview
Warner Brothers Discovery Podcast Episode · Shareholder Primacy · 01/28/2026 · 45m

New Shareholder Primacy podcast! This week, me and @activistinvestor.bsky.social talk about the competing bids by Paramount and Netflix for Warner Bros.

Here at Apple:

podcasts.apple.com/us/podcast/w...

28.01.2026 13:37 👍 3 🔁 1 💬 1 📌 0
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2026 Predictions with Matt Moscardi + Damion Rallis of the Proxy Countdown podcast Podcast Episode · Shareholder Primacy · 12/17/2025 · 1h 3m

A very special Shareholder Primacy podcast! Me and @activistinvestor.bsky.social close out the year with a crossover episode with our sister pod, Proxy Countdown, featuring Matt Moscardi and Damion Rallis of @freefloat.bsky.social.

Here at Apple:

podcasts.apple.com/us/podcast/2...

17.12.2025 14:42 👍 6 🔁 3 💬 1 📌 0

“nerfing”!

04.12.2025 03:39 👍 1 🔁 0 💬 0 📌 0
Proxy Advisors and Activism
Proxy Advisors and Activism YouTube video by Free Float Media

Next was an amazing discussion between @annmlipton.bsky.social & @activistinvestor.bsky.social on how and why proxy advisors ISS and Glass Lewis are nerfing their offerings & the possible effects on activism on the Shareholder Primacy podcast. Highly recommend www.youtube.com/watch?v=C3rw... (5/10)

04.12.2025 03:09 👍 2 🔁 1 💬 2 📌 0
Preview
Proxy Advisors and Activism Podcast Episode · Shareholder Primacy · 12/03/2025 · 41m

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about the all-of-government war on proxy advisors.

Here at Apple:

podcasts.apple.com/us/podcast/p...

03.12.2025 12:51 👍 5 🔁 3 💬 1 📌 0
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Kyle Pinder on shareholder proposals under Delaware law Podcast Episode · Shareholder Primacy · 11/19/2025 · 46m

New Shareholder Primacy podcast! @activistinvestor.bsky.social talks to Kyle Pinder about shareholder proposals under Delaware law.

Here at Apple:

podcasts.apple.com/us/podcast/k...

19.11.2025 13:38 👍 3 🔁 1 💬 1 📌 0
Legal and financial questions of Pfizer-Novo-Metsera
Legal and financial questions of Pfizer-Novo-Metsera YouTube video by Free Float Media

Next was a fantastic discussion between friends of the playlist @annmlipton.bsky.social & @activistinvestor.bsky.social on the convoluted, fascinating legal & financial questions underlying the Pfizer-Novo-Metsera M&A triangle on the Shareholder Primacy Podcast www.youtube.com/watch?v=I13X... (3/8)

13.11.2025 02:12 👍 2 🔁 1 💬 1 📌 0
Preview
Legal and financial questions of Pfizer-Novo-Metsera Podcast Episode · Shareholder Primacy · 11/12/2025 · 36m

New Shareholder Primacy podcast with me and @activistinvestor.bsky.social . Pfizer, Metsera, and Novo Nordisk - what just happened?

Here at Apple:

podcasts.apple.com/us/podcast/l...

12.11.2025 13:55 👍 2 🔁 2 💬 1 📌 0
Relationship of federal and state corporation law
Relationship of federal and state corporation law YouTube video by Free Float Media

Next was a fantastic discussion between @annmlipton.bsky.social and @activistinvestor.bsky.social on the complex relationship between federal and state corporation law on the Shareholder Primacy podcast. Highly recommend www.youtube.com/watch?v=coOM... (3/6)

06.11.2025 22:44 👍 2 🔁 1 💬 1 📌 0
Preview
Relationship of federal and state corporation law Podcast Episode · Shareholder Primacy · 11/05/2025 · 42m

New Shareholder Primacy podcast! This week, me and @activistinvestor.bsky.social talk about the relationship of state and federal corporate law.

Here at Apple:

podcasts.apple.com/us/podcast/r...

05.11.2025 15:21 👍 3 🔁 1 💬 1 📌 0
Universal proxy after three years
Universal proxy after three years YouTube video by Free Float Media

Next was a great discussion between @annmlipton.bsky.social and @activistinvestor.bsky.social on the three year track record of universal proxy on the Shareholder Primacy podcast www.youtube.com/watch?v=xXpQ... (3/6)

30.10.2025 02:28 👍 1 🔁 1 💬 1 📌 0
Preview
Universal proxy after three years Podcast Episode · Shareholder Primacy · 10/29/2025 · 36m

New Shareholder Primacy podcast! This week, me and @activistinvestor.bsky.social talk about what's happened with the universal proxy, now three years out.

Here at Apple:

podcasts.apple.com/us/podcast/u...

29.10.2025 14:09 👍 3 🔁 3 💬 1 📌 0

i wrote a paper....

papers.ssrn.com/abstract=444...

(always be plugging)

27.10.2025 20:43 👍 30 🔁 9 💬 1 📌 0
Preview
Shareholder proposals and Delaware law Podcast Episode · Shareholder Primacy · 10/22/2025 · 45m

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about SEC Chair Paul Atkins's Weinberg Center speech at the University of Delaware.

Here at Apple:

podcasts.apple.com/us/podcast/s...

22.10.2025 12:49 👍 4 🔁 2 💬 1 📌 0
Preview
Majority vote standards, bylaw amendments Podcast Episode · Shareholder Primacy · 10/15/2025 · 33m

Hardly the most exciting legal thing happening today but we persevere. New Shareholder Primacy podcast is up! This time, me and @activistinvestor.bsky.social talk about bylaws and majority voting at Duke Energy.

Here at Apple:

podcasts.apple.com/us/podcast/m...

15.10.2025 15:06 👍 5 🔁 1 💬 1 📌 0

Happy Tornetta oral argument day to all who celebrate!

15.10.2025 10:44 👍 20 🔁 1 💬 0 📌 0
M&A litigation, corporate personhood
M&A litigation, corporate personhood YouTube video by Free Float Media

Next was an engaging discussion between @annmlipton.bsky.social and @activistinvestor.bsky.social on recent notable M&A litigation and corporate personhood on the Shareholder Primacy Podcast www.youtube.com/watch?v=mTMM... (3/9)

09.10.2025 01:56 👍 2 🔁 1 💬 1 📌 0
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M&A litigation, corporate personhood Podcast Episode · Shareholder Primacy · 10/08/2025 · 32m

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about the new Activision decision, and whether corporations are people.

Here at Apple:

podcasts.apple.com/us/podcast/m...

08.10.2025 12:38 👍 4 🔁 1 💬 1 📌 0
Mandatory Arbitration
Mandatory Arbitration YouTube video by Free Float Media

Next was a fantastic conversation between @annmlipton.bsky.social and @activistinvestor.bsky.social on the SEC's new position on mandatory arbitration for securities claims and recent changes in Delaware law on the Shareholder Primacy podcast. Highly recommend www.youtube.com/watch?v=8tL8... (4/8)

02.10.2025 01:46 👍 2 🔁 1 💬 1 📌 0
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Mandatory Arbitration Podcast Episode · Shareholder Primacy · 10/01/2025 · 44m

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about mandatory arbitration of securities claims, which at this point is a subject that will be mentioned on my tombstone:

Here at Apple:

podcasts.apple.com/us/podcast/m...

01.10.2025 15:28 👍 5 🔁 1 💬 1 📌 0
Preview
Quarterly reporting, XOM Podcast Episode · Shareholder Primacy · 09/24/2025 · 45m

New Shareholder Primacy podcast! This week, @activistinvestor.bsky.social and I talk about the proposal to eliminate quarterly reporting, and Exxon's new retail voting program.

Here at Apple:

podcasts.apple.com/us/podcast/q...

24.09.2025 14:52 👍 4 🔁 1 💬 1 📌 0

hey that's me

18.09.2025 13:09 👍 111 🔁 13 💬 6 📌 0
TSLA director comp, AGM
TSLA director comp, AGM YouTube video by Free Float Media

Next was an excellent conversation w/@annmlipton.bsky.social and @activistinvestor.bsky.social on the recent mind-boggling cases of Tesla's director compensation and the new proposed pay package for Elon Musk on the Shareholder Primacy Podcast. Highly recommend www.youtube.com/watch?v=PsC-... (3/6)

11.09.2025 01:34 👍 3 🔁 1 💬 1 📌 0
Preview
TSLA director comp, AGM Podcast Episode · Shareholder Primacy · 09/10/2025 · 44m

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk Tesla - again! The Delaware SCt case regarding director comp, and the new proposed pay package for Musk.

Here on Apple:
podcasts.apple.com/us/podcast/t...

10.09.2025 14:55 👍 1 🔁 1 💬 1 📌 0
Preview
Constituency statutes, Intel Podcast Episode · Shareholder Primacy · 09/03/2025 · 43m

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social answer a mailbag question about constituency statutes, and then talk Intel.

Here at Apple:

podcasts.apple.com/us/podcast/c...

03.09.2025 13:26 👍 5 🔁 1 💬 1 📌 0
Preview
The Internal Affairs Doctrine Is Getting a Workout First up, we have a couple of cases out of the New York Court of Appeals, Eccles v Shamrock Capital Advisors, LLC, 245 N.E.3d 1110 (N.Y. 2024), and

So ISS and Glass Lewis sued for a preliminary injunction to stop Texas's proxy advisor law from going into effect.

(I posted about the law, and @activistinvestor.bsky.social and I discussed it on a podcast - links here:
www.businesslawprofessors.com/2025/05/the-...)

Anyhoo -

11.08.2025 00:12 👍 20 🔁 3 💬 1 📌 0