Shareholder Primacy

Free Float Media Inc.
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May 7, 2025 • 37min

TSLA projections

Ann and Mike talk about Elon Musk’s projections about TSLA’s business and PSLRA safe harbor for litigating them
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Apr 30, 2025 • 41min

Target lawsuit, soliciting explained

Ann and Mike talk about a securities fraud lawsuit against Target on ESG, and about the definition of proxy solicitation
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Apr 23, 2025 • 48min

Proxy season so far, with Matt Moscardi

Mike talks with Matt Moscardi of Free Float Analytics about the current proxy season, including what we’ve seen so far along with some interesting activist situations that have developed
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Apr 16, 2025 • 40min

Nell Minow, ValueEdge Advisors

Mike talks with Nell Minow of Value Edge Advisors about her long and illustrious work in corporate governance and activism, and her views on current questions and controversies
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Apr 9, 2025 • 34min

Twitter securities lawsuit against Musk, bad corp gov

Ann and Mike talk about a securities lawsuit against Musk concerning his acquisition of Twitter, and the Certificate of Bad Corp Gov.
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18 snips
Apr 2, 2025 • 51min

Delaware statute amendments

Delaware's recent statute amendments are shaking up the landscape for companies and shareholders alike. The hosts delve into how these changes impact corporate governance, particularly for independent directors and conflicts of interest. They discuss the implications for shareholder litigation and the uneasy balance of power between controlling shareholders and minority rights. Humorously, they reflect on the legislative pressures from corporate giants, revealing how big business shapes laws amidst evolving governance challenges.
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Mar 26, 2025 • 36min

Private company investors, withhold votes

Ann and Mike talk about how companies count their investors, and withhold the vote campaigns.https://www.businesslawprofessors.com/2024/10/openai-stuff/https://myemail.constantcontact.com/Yes--Vote-No--Maybe---.html?soid=1102906894819&aid=Cuxt8c1JmtI
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Mar 19, 2025 • 45min

Sarah Haan, Washington & Lee School of Law

Mike talks with Sarah Haan of Washington & Lee School of Law, about the connections between shareholder democracy and civic democracy, and how they inform our understanding of current trends in activist investing
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Mar 12, 2025 • 38min

Jeff Gramm, Bandera Partners

Mike talks with Jeff Gramm of Bandera Partners about his fund, his book Dear Chairman, and activist investing these days.
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Mar 5, 2025 • 56min

Delaware statute amendments

Ann and Mike talk about prospective changes to Delaware corporation law, and the impact of these changes on activists, companies, shareholders, and the state of Delaware itself.

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