

Shareholder Primacy
Free Float Media Inc.
From activist investor and advisor Mike Levin and Colorado Law professor Ann Lipton, Shareholder Primacy is a podcast about activist investing, securities law, and all the ways the financial and legal worlds intersect and collide in real life.
Episodes
Mentioned books

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

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

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

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

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.

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.

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

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

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.

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.