's Avatar

@activistinvestor.bsky.social

58 Followers  |  3 Following  |  9 Posts  |  Joined: 14.11.2024  |  2.0138

Latest posts by activistinvestor.bsky.social on Bluesky

β€œnerfing”!

04.12.2025 03:39 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Proxy Advisors and Activism
YouTube video by Free Float Media Proxy Advisors and Activism

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 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 2    πŸ“Œ 0
Preview
Proxy Advisors and Activism Podcast Episode Β· Shareholder Primacy Β· 12/03/2025 Β· 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 β€” πŸ‘ 5    πŸ” 3    πŸ’¬ 1    πŸ“Œ 0
Preview
Kyle Pinder on shareholder proposals under Delaware law Podcast Episode Β· Shareholder Primacy Β· 11/19/2025 Β· 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 β€” πŸ‘ 3    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Legal and financial questions of Pfizer-Novo-Metsera
YouTube video by Free Float Media Legal and financial questions of Pfizer-Novo-Metsera

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 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Preview
Legal and financial questions of Pfizer-Novo-Metsera Podcast Episode Β· Shareholder Primacy Β· 11/12/2025 Β· 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 β€” πŸ‘ 2    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0
Relationship of federal and state corporation law
YouTube video by Free Float Media Relationship of federal and state corporation law

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 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Preview
Relationship of federal and state corporation law Podcast Episode Β· Shareholder Primacy Β· 11/05/2025 Β· 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 β€” πŸ‘ 3    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Universal proxy after three years
YouTube video by Free Float Media Universal proxy after three years

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 β€” πŸ‘ 1    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Preview
Universal proxy after three years Podcast Episode Β· Shareholder Primacy Β· 10/29/2025 Β· 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 β€” πŸ‘ 3    πŸ” 3    πŸ’¬ 1    πŸ“Œ 0

i wrote a paper....

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

(always be plugging)

27.10.2025 20:43 β€” πŸ‘ 30    πŸ” 9    πŸ’¬ 1    πŸ“Œ 0
Preview
Shareholder proposals and Delaware law Podcast Episode Β· Shareholder Primacy Β· 10/22/2025 Β· 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 β€” πŸ‘ 4    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0
Preview
Majority vote standards, bylaw amendments Podcast Episode Β· Shareholder Primacy Β· 10/15/2025 Β· 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 β€” πŸ‘ 5    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0

Happy Tornetta oral argument day to all who celebrate!

15.10.2025 10:44 β€” πŸ‘ 21    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
M&A litigation, corporate personhood
YouTube video by Free Float Media M&A litigation, corporate personhood

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 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Preview
M&A litigation, corporate personhood Podcast Episode Β· Shareholder Primacy Β· 10/08/2025 Β· 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 β€” πŸ‘ 4    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Mandatory Arbitration
YouTube video by Free Float Media Mandatory Arbitration

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 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Preview
Mandatory Arbitration Podcast Episode Β· Shareholder Primacy Β· 10/01/2025 Β· 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 β€” πŸ‘ 5    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Preview
Quarterly reporting, XOM Podcast Episode Β· Shareholder Primacy Β· 09/24/2025 Β· 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 β€” πŸ‘ 4    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0

hey that's me

18.09.2025 13:09 β€” πŸ‘ 112    πŸ” 13    πŸ’¬ 6    πŸ“Œ 0
TSLA director comp, AGM
YouTube video by Free Float Media TSLA director comp, AGM

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 β€” πŸ‘ 3    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Preview
TSLA director comp, AGM Podcast Episode Β· Shareholder Primacy Β· 09/10/2025 Β· 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 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Preview
Constituency statutes, Intel Podcast Episode Β· Shareholder Primacy Β· 09/03/2025 Β· 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 β€” πŸ‘ 5    πŸ” 1    πŸ’¬ 1    πŸ“Œ 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 β€” πŸ‘ 20    πŸ” 3    πŸ’¬ 1    πŸ“Œ 0
Musk’s pay, plus ESG and Anti-ESG Proposals
YouTube video by Free Float Media Musk’s pay, plus ESG and Anti-ESG Proposals

First was a great discussion between @annmlipton.bsky.social and @activistinvestor.bsky.social on the legal machinations around Elon Musk's new pay package, as well as interpreting the thumping defeat of recent anti-CSR proposals www.youtube.com/watch?v=tdXP... (2/4)

07.08.2025 12:45 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Paramount and Caremark violations, CBRL advance notice bylaws
YouTube video by Free Float Media Paramount and Caremark violations, CBRL advance notice bylaws

First was a fantastic conversation w/@annmlipton.bsky.social & @activistinvestor.bsky.social on Paramount's recent shady dealings and Caremark violations and Cracker Barrel's fascinating advance notice bylaws on the Shareholder Primacy podcast. Highly recommend www.youtube.com/watch?v=mXIm... (2/7)

24.07.2025 13:45 β€” πŸ‘ 1    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Preview
Paramount and Caremark violations, CBRL advance notice bylaws Podcast Episode Β· Shareholder Primacy Β· 07/23/2025 Β· 42m

better late than never - new Shareholder Primacy podcast, where me and @activistinvestor.bsky.social talk about potential Caremark claims against Paramount's board, and the creative advance notice bylaws at Cracker Barrel

Here at Apple:

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

24.07.2025 00:04 β€” πŸ‘ 7    πŸ” 4    πŸ’¬ 2    πŸ“Œ 0
Preview
TSLA update, with an AGM Podcast Episode Β· Shareholder Primacy Β· 07/16/2025 Β· 34m

New Shareholder Primacy podcast! Me and @activistinvestor.bsky.social talk about the delay in scheduling Tesla's annual meeting, and what we might look forward to.

Here at Apple:

podcasts.apple.com/us/podcast/t...

16.07.2025 15:19 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Preview
Andrew Droste, Columbia Threadneedle Podcast Episode Β· Shareholder Primacy Β· 06/25/2025 Β· 38m

New Shareholder Primacy podcast. This week, @activistinvestor.bsky.social talks to @droste.bsky.social of Columbia Threadneedle. Here at Apple:

podcasts.apple.com/us/podcast/a...

25.06.2025 09:51 β€” πŸ‘ 5    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0
Preview
Tesla's Wild Ride with a CEO Who is Too Big to Fail Podcast Episode Β· Bite-Sized Business Law Β· 06/24/2025 Β· 27m

Does anyone want to hear me talk about Elon Musk again? If so, well, you're in luck! I was a guest on Fordham's Bite Sized Business Law podcast to talk about ... well, you know.

podcasts.apple.com/us/podcast/t...

25.06.2025 00:34 β€” πŸ‘ 24    πŸ” 5    πŸ’¬ 2    πŸ“Œ 0

@activistinvestor is following 3 prominent accounts