@activistinvestor.bsky.social
Pinned
UPDATE (and a request): What's Up with the Other TSLA Comp Case?
Email from TAI Seeking help with a brief... View this email message as a webpage Resources and Advisory Services Share This Email Share This Email Share This Email UPDATE (and a Request): What's Up w
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UPDATE (and a request): What's Up with the Other TSLA Comp Case?
conta.cc/3DoblXs
conta.cc/3DoblXs
Reposted
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...
Here at Apple:
podcasts.apple.com/us/podcast/2...
2026 Predictions with Matt Moscardi + Damion Rallis of the Proxy Countdown podcast
Podcast Episode · Shareholder Primacy · 12/17/2025 · 1h 3m
podcasts.apple.com
December 17, 2025 at 2:42 PM
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...
Here at Apple:
podcasts.apple.com/us/podcast/2...
Reposted
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)
Proxy Advisors and Activism
YouTube video by Free Float Media
www.youtube.com
December 4, 2025 at 3:10 AM
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)
Reposted
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...
Here at Apple:
podcasts.apple.com/us/podcast/p...
Proxy Advisors and Activism
Podcast Episode · Shareholder Primacy · 12/03/2025 · 41m
podcasts.apple.com
December 3, 2025 at 12:51 PM
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...
Here at Apple:
podcasts.apple.com/us/podcast/p...
Reposted
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...
Here at Apple:
podcasts.apple.com/us/podcast/k...
Kyle Pinder on shareholder proposals under Delaware law
Podcast Episode · Shareholder Primacy · 11/19/2025 · 46m
podcasts.apple.com
November 19, 2025 at 1:38 PM
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...
Here at Apple:
podcasts.apple.com/us/podcast/k...
Reposted
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)
Legal and financial questions of Pfizer-Novo-Metsera
YouTube video by Free Float Media
www.youtube.com
November 13, 2025 at 2:12 AM
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)
Reposted
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...
Here at Apple:
podcasts.apple.com/us/podcast/l...
Legal and financial questions of Pfizer-Novo-Metsera
Podcast Episode · Shareholder Primacy · 11/12/2025 · 36m
podcasts.apple.com
November 12, 2025 at 1:55 PM
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...
Here at Apple:
podcasts.apple.com/us/podcast/l...
Reposted
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)
Relationship of federal and state corporation law
YouTube video by Free Float Media
www.youtube.com
November 6, 2025 at 10:44 PM
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)
Reposted
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...
Here at Apple:
podcasts.apple.com/us/podcast/r...
Relationship of federal and state corporation law
Podcast Episode · Shareholder Primacy · 11/05/2025 · 42m
podcasts.apple.com
November 5, 2025 at 3:21 PM
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...
Here at Apple:
podcasts.apple.com/us/podcast/r...
Reposted
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)
Universal proxy after three years
YouTube video by Free Float Media
www.youtube.com
October 30, 2025 at 2:28 AM
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)
Reposted
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...
Here at Apple:
podcasts.apple.com/us/podcast/u...
Universal proxy after three years
Podcast Episode · Shareholder Primacy · 10/29/2025 · 36m
podcasts.apple.com
October 29, 2025 at 2:09 PM
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...
Here at Apple:
podcasts.apple.com/us/podcast/u...
Reposted
October 27, 2025 at 8:43 PM
Reposted
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...
Here at Apple:
podcasts.apple.com/us/podcast/s...
Shareholder proposals and Delaware law
Podcast Episode · Shareholder Primacy · 10/22/2025 · 45m
podcasts.apple.com
October 22, 2025 at 12:49 PM
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...
Here at Apple:
podcasts.apple.com/us/podcast/s...
Reposted
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...
Here at Apple:
podcasts.apple.com/us/podcast/m...
Majority vote standards, bylaw amendments
Podcast Episode · Shareholder Primacy · 10/15/2025 · 33m
podcasts.apple.com
October 15, 2025 at 3:06 PM
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...
Here at Apple:
podcasts.apple.com/us/podcast/m...
Reposted
Happy Tornetta oral argument day to all who celebrate!
Tomorrow, the Delaware State Supreme Court will hear oral arguments in the appeal of the Tornetta ruling-- the case that said Elon Musk's 2018 Tesla CEO pay plan was improperly granted, and must be rescinded. Musk is seeking another mammoth pay plan now. www.cnbc.com/2025/09/05/t...
Tesla's nearly $1 trillion new pay plan for Musk would expand his voting power
Tesla will also ask shareholders to vote on whether the automaker should invest in Musk's artificial intelligence company, xAI.
www.cnbc.com
October 15, 2025 at 10:44 AM
Happy Tornetta oral argument day to all who celebrate!
Reposted
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)
M&A litigation, corporate personhood
YouTube video by Free Float Media
www.youtube.com
October 9, 2025 at 1:56 AM
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)
Reposted
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...
Here at Apple:
podcasts.apple.com/us/podcast/m...
M&A litigation, corporate personhood
Podcast Episode · Shareholder Primacy · 10/08/2025 · 32m
podcasts.apple.com
October 8, 2025 at 12:38 PM
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...
Here at Apple:
podcasts.apple.com/us/podcast/m...
Reposted
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)
Mandatory Arbitration
YouTube video by Free Float Media
www.youtube.com
October 2, 2025 at 1:46 AM
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)
Reposted
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...
Here at Apple:
podcasts.apple.com/us/podcast/m...
Mandatory Arbitration
Podcast Episode · Shareholder Primacy · 10/01/2025 · 44m
podcasts.apple.com
October 1, 2025 at 3:28 PM
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...
Here at Apple:
podcasts.apple.com/us/podcast/m...
Reposted
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...
Here at Apple:
podcasts.apple.com/us/podcast/q...
Quarterly reporting, XOM
Podcast Episode · Shareholder Primacy · 09/24/2025 · 45m
podcasts.apple.com
September 24, 2025 at 2:52 PM
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...
Here at Apple:
podcasts.apple.com/us/podcast/q...
Reposted
hey that's me
NEW ODD LOTS:
The future of the Delaware Corporation.
We talked about Elon Musk's move to Texas, and whether more companies, boards, startups, etc. will think about incorporating somewhere else besides Delaware. Fascinating chat with CU Law Professor Ann Lipton podcasts.apple.com/us/podcast/e...
The future of the Delaware Corporation.
We talked about Elon Musk's move to Texas, and whether more companies, boards, startups, etc. will think about incorporating somewhere else besides Delaware. Fascinating chat with CU Law Professor Ann Lipton podcasts.apple.com/us/podcast/e...
Elon Musk's Pay Package and the Threat to the Delaware Corporation
Podcast Episode · Odd Lots · 09/18/2025 · 37m
podcasts.apple.com
September 18, 2025 at 1:09 PM
hey that's me
Reposted
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)
TSLA director comp, AGM
YouTube video by Free Float Media
www.youtube.com
September 11, 2025 at 1:34 AM
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)
Reposted
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...
Here on Apple:
podcasts.apple.com/us/podcast/t...
TSLA director comp, AGM
Podcast Episode · Shareholder Primacy · 09/10/2025 · 44m
podcasts.apple.com
September 10, 2025 at 2:55 PM
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...
Here on Apple:
podcasts.apple.com/us/podcast/t...
Reposted
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...
Here at Apple:
podcasts.apple.com/us/podcast/c...
Constituency statutes, Intel
Podcast Episode · Shareholder Primacy · 09/03/2025 · 43m
podcasts.apple.com
September 3, 2025 at 1:26 PM
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...
Here at Apple:
podcasts.apple.com/us/podcast/c...
Reposted
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 -
(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 -
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
www.businesslawprofessors.com
August 11, 2025 at 12:12 AM
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 -
(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 -
Reposted
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)
Musk’s pay, plus ESG and Anti-ESG Proposals
YouTube video by Free Float Media
www.youtube.com
August 7, 2025 at 12:45 PM
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)