@activistinvestor.bsky.social
馃摛 57
馃摜 3
馃摑 8
pinned post!
UPDATE (and a request): What's Up with the Other TSLA Comp Case?
conta.cc/3DoblXs
loading . . .
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 锘縐PDATE (and a Request): What's Up w
https://conta.cc/3DoblXs
8 months ago
0
1
0
reposted by
Ben Waber
about 16 hours ago
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)
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Legal and financial questions of Pfizer-Novo-Metsera
YouTube video by Free Float Media
https://www.youtube.com/watch?v=I13XymgiQd4
1
2
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reposted by
Ann M. Lipton
1 day ago
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...
loading . . .
Legal and financial questions of Pfizer-Novo-Metsera
Podcast Episode 路 Shareholder Primacy 路 11/12/2025 路 36m
https://podcasts.apple.com/us/podcast/legal-and-financial-questions-of-pfizer-novo-metsera/id1766349471?i=1000736427233
1
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reposted by
Ben Waber
7 days ago
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)
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Relationship of federal and state corporation law
YouTube video by Free Float Media
https://www.youtube.com/watch?v=coOMt0a-tOE
1
2
1
reposted by
Ann M. Lipton
8 days ago
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...
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Relationship of federal and state corporation law
Podcast Episode 路 Shareholder Primacy 路 11/05/2025 路 42m
https://podcasts.apple.com/us/podcast/relationship-of-federal-and-state-corporation-law/id1766349471?i=1000735395335
1
3
1
reposted by
Ben Waber
15 days ago
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)
loading . . .
Universal proxy after three years
YouTube video by Free Float Media
https://www.youtube.com/watch?v=xXpQw1SIsKQ
1
1
1
reposted by
Ann M. Lipton
15 days ago
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...
loading . . .
Universal proxy after three years
Podcast Episode 路 Shareholder Primacy 路 10/29/2025 路 36m
https://podcasts.apple.com/us/podcast/universal-proxy-after-three-years/id1766349471?i=1000734039645
1
3
3
reposted by
Ann M. Lipton
17 days ago
i wrote a paper....
papers.ssrn.com/abstract=444...
(always be plugging)
add a skeleton here at some point
1
30
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reposted by
Ann M. Lipton
22 days ago
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...
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Shareholder proposals and Delaware law
Podcast Episode 路 Shareholder Primacy 路 10/22/2025 路 45m
https://podcasts.apple.com/us/podcast/shareholder-proposals-and-delaware-law/id1766349471?i=1000732975372
1
4
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reposted by
Ann M. Lipton
29 days ago
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...
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Majority vote standards, bylaw amendments
Podcast Episode 路 Shareholder Primacy 路 10/15/2025 路 33m
https://podcasts.apple.com/us/podcast/majority-vote-standards-bylaw-amendments/id1766349471?i=1000731981258
1
5
1
reposted by
Ann M. Lipton
29 days ago
Happy Tornetta oral argument day to all who celebrate!
add a skeleton here at some point
0
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reposted by
Ben Waber
about 1 month ago
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)
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M&A litigation, corporate personhood
YouTube video by Free Float Media
https://www.youtube.com/watch?v=mTMMTf36Kes
1
2
1
reposted by
Ann M. Lipton
about 1 month ago
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...
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M&A litigation, corporate personhood
Podcast Episode 路 Shareholder Primacy 路 10/08/2025 路 32m
https://podcasts.apple.com/us/podcast/m-a-litigation-corporate-personhood/id1766349471?i=1000730801660
1
4
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reposted by
Ben Waber
about 1 month ago
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)
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Mandatory Arbitration
YouTube video by Free Float Media
https://www.youtube.com/watch?v=8tL8BfiTjjY
1
2
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reposted by
Ann M. Lipton
about 1 month ago
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...
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Mandatory Arbitration
Podcast Episode 路 Shareholder Primacy 路 10/01/2025 路 44m
https://podcasts.apple.com/us/podcast/mandatory-arbitration/id1766349471?i=1000729537665
1
5
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reposted by
Ann M. Lipton
about 2 months ago
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...
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Quarterly reporting, XOM
Podcast Episode 路 Shareholder Primacy 路 09/24/2025 路 45m
https://podcasts.apple.com/us/podcast/quarterly-reporting-xom/id1766349471?i=1000728241518
1
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reposted by
Ann M. Lipton
about 2 months ago
hey that's me
add a skeleton here at some point
6
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reposted by
Ben Waber
2 months ago
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)
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TSLA director comp, AGM
YouTube video by Free Float Media
https://www.youtube.com/watch?v=PsC-FqYWjOI
1
3
1
reposted by
Ann M. Lipton
2 months ago
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...
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TSLA director comp, AGM
Podcast Episode 路 Shareholder Primacy 路 09/10/2025 路 44m
https://podcasts.apple.com/us/podcast/tsla-director-comp-agm/id1766349471?i=1000725899539
1
2
1
reposted by
Ann M. Lipton
2 months ago
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...
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Constituency statutes, Intel
Podcast Episode 路 Shareholder Primacy 路 09/03/2025 路 43m
https://podcasts.apple.com/us/podcast/constituency-statutes-intel/id1766349471?i=1000724756064
1
5
1
reposted by
Ann M. Lipton
3 months ago
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 -
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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
https://www.businesslawprofessors.com/2025/05/the-internal-affairs-doctrine-is-getting-a-workout/
1
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reposted by
Ben Waber
3 months ago
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)
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Musk鈥檚 pay, plus ESG and Anti-ESG Proposals
YouTube video by Free Float Media
https://www.youtube.com/watch?v=tdXP_AvHkok
1
2
1
reposted by
Ben Waber
4 months ago
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)
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Paramount and Caremark violations, CBRL advance notice bylaws
YouTube video by Free Float Media
https://www.youtube.com/watch?v=mXImCTKB1mA
1
1
1
reposted by
Ann M. Lipton
4 months ago
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...
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Paramount and Caremark violations, CBRL advance notice bylaws
Podcast Episode 路 Shareholder Primacy 路 07/23/2025 路 42m
https://podcasts.apple.com/us/podcast/paramount-and-caremark-violations-cbrl-advance-notice/id1766349471?i=1000718745019
2
7
4
reposted by
Ann M. Lipton
4 months ago
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...
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TSLA update, with an AGM
Podcast Episode 路 Shareholder Primacy 路 07/16/2025 路 34m
https://podcasts.apple.com/us/podcast/tsla-update-with-an-agm/id1766349471?i=1000717536301
1
2
1
reposted by
Ann M. Lipton
5 months ago
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...
loading . . .
Andrew Droste, Columbia Threadneedle
Podcast Episode 路 Shareholder Primacy 路 06/25/2025 路 38m
https://podcasts.apple.com/us/podcast/andrew-droste-columbia-threadneedle/id1766349471?i=1000714481723
1
5
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reposted by
Ann M. Lipton
5 months ago
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...
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Tesla's Wild Ride with a CEO Who is Too Big to Fail
Podcast Episode 路 Bite-Sized Business Law 路 06/24/2025 路 27m
https://podcasts.apple.com/us/podcast/teslas-wild-ride-with-a-ceo-who-is-too-big-to-fail/id1671246836?i=1000714317217
2
24
5
reposted by
Ben Waber
5 months ago
Next was a super-sized Shareholder Primacy podcast w/@annmlipton.bsky.social &
@activistinvestor.bsky.social
discussing the data on attorney contingency fees w/Joseph Grundfest w/industry counterpoint from
@joel-fleming.bsky.social
. Highly recommend
www.youtube.com/watch?v=6L3r...
(3/4)
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Prof. Joe Grundfest and attorney Joel Fleming on Delaware contingency fees
YouTube video by Free Float Media
https://www.youtube.com/watch?v=6L3r9UdBUdM
1
1
1
reposted by
Ann M. Lipton
5 months ago
New Shareholder Primacy podcast! Me and
@activistinvestor.bsky.social
talk to Professor Joe Grundfest, and then Delaware attorney
@joel-fleming.bsky.social
, about attorney fee awards. Here at Apple:
podcasts.apple.com/us/podcast/p...
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Prof. Joe Grundfest and attorney Joel Fleming on Delaware contingency fees
Podcast Episode 路 Shareholder Primacy 路 06/18/2025 路 1h 23m
https://podcasts.apple.com/us/podcast/prof-joe-grundfest-and-attorney-joel-fleming-on/id1766349471?i=1000713431185
1
3
2
reposted by
Ann M. Lipton
5 months ago
New Shareholder Primacy podcast! Me and
@activistinvestor.bsky.social
talk about the activist battles between Saba Capital and various closed end funds, and between Impactive Capital and WEX. Here at Apple:
podcasts.apple.com/us/podcast/h...
loading . . .
How activists and companies make life hard for each other
Podcast Episode 路 Shareholder Primacy 路 06/11/2025 路 39m
https://podcasts.apple.com/us/podcast/how-activists-and-companies-make-life-hard-for-each-other/id1766349471?i=1000712434764
1
7
2
reposted by
Ann M. Lipton
5 months ago
New Shareholder Primacy podcast!
@activistinvestor.bsky.social
talks with
@bhighsmith.bsky.social
about his article in company towns - like Elon Musk's Starbase. Here at Spotify:
open.spotify.com/episode/4UvN...
loading . . .
Company towns with Brian Highsmith, Harvard Law School
Shareholder Primacy 路 Episode
https://open.spotify.com/episode/4UvNUghbNn2nhHNcgVAso1?si=0mPVTvWISzyOv8XM0lh6xw
1
6
4
reposted by
Ann M. Lipton
6 months ago
New Shareholder Primacy podcast! Me and
@activistinvestor.bsky.social
talk about Texas's challenges to the internal affairs doctrine - including its new proposal to regulate proxy advisors, which seems to be making serious headway through the legislature. Here at Apple:
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Texas and the internal affairs doctrine
Podcast Episode 路 Shareholder Primacy 路 05/28/2025 路 47m
https://podcasts.apple.com/us/podcast/texas-and-the-internal-affairs-doctrine/id1766349471?i=1000710293699
1
2
2
reposted by
Ben Waber
6 months ago
Next was a fantastic discussion between friends of the playlist
@annmlipton.bsky.social
and
@activistinvestor.bsky.social
on shareholder earnout disputes and recent developments in the proxy advisory industry on the Shareholder Primacy podcast
www.youtube.com/watch?v=7vQh...
(3/6)
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Earnout disputes, proxy advisors
YouTube video by Free Float Media
https://www.youtube.com/watch?v=7vQhtq5dHcE
1
2
1
reposted by
Ann M. Lipton
6 months ago
New Shareholder Primacy podcast! Me and
@activistinvestor.bsky.social
talk earnout disputes, and the latest Glass Lewis dustup. Here at Apple:
podcasts.apple.com/us/podcast/e...
loading . . .
Earnout disputes, proxy advisors
Podcast Episode 路 Shareholder Primacy 路 05/14/2025 路 40m
https://podcasts.apple.com/us/podcast/earnout-disputes-proxy-advisors/id1766349471?i=1000708457164
1
1
1
Ancora Gains Exemption
conta.cc/3GTfDra
loading . . .
Ancora Gains Exemption
Email from TAI An interesting and unusual solicitation View this email message as a webpage Resources and Advisory Services Ancora Gains Exemption We noticed an interesting and unusual SEC filing from
https://conta.cc/3GTfDra
6 months ago
0
0
0
reposted by
Ann M. Lipton
6 months ago
New Shareholder Primacy podcast! In which
@activistinvestor.bsky.social
and I use Tesla's wildly ... umm, optimistic ... projections as a jumping off point to talk about the legal and practical implications of corporate predictions. Here at Apple:
podcasts.apple.com/us/podcast/t...
loading . . .
TSLA projections
Podcast Episode 路 Shareholder Primacy 路 05/07/2025 路 37m
https://podcasts.apple.com/us/podcast/tsla-projections/id1766349471?i=1000706672050
1
8
5
reposted by
Ann M. Lipton
7 months ago
New Shareholder Primacy podcast! This week, me and
@activistinvestor.bsky.social
talk about the ESG securities fraud lawsuit against Target (and the wild lead plaintiff battle that's ensued), and what it means to "solicit" proxy votes. Here at Apple:
podcasts.apple.com/us/podcast/t...
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Target lawsuit, soliciting explained
Podcast Episode 路 Shareholder Primacy 路 04/30/2025 路 41m
https://podcasts.apple.com/us/podcast/target-lawsuit-soliciting-explained/id1766349471?i=1000705551286
1
10
3
The Business Roundtable Is Not Your Friend
t.co/w1c1bKVThE
loading . . .
https://conta.cc/4jTm4J0
https://t.co/w1c1bKVThE
7 months ago
0
0
0
reposted by
Ann M. Lipton
7 months ago
New Shareholder Primacy podcast!
@activistinvestor.bsky.social
talks with Matt Moscardi about the proxy season so far. Here at Apple:
podcasts.apple.com/us/podcast/p...
loading . . .
Proxy season so far, with Matt Moscardi
Podcast Episode 路 Shareholder Primacy 路 04/23/2025 路 48m
https://podcasts.apple.com/us/podcast/proxy-season-so-far-with-matt-moscardi/id1766349471?i=1000704598550
1
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Shareholder Primacy podcast: Proxy season so far, with Matt Moscardi
podcasts.apple.com/us/podcast/s...
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Proxy season so far, with Matt Moscardi
Podcast Episode 路 Shareholder Primacy 路 04/23/2025 路 48m
https://podcasts.apple.com/us/podcast/shareholder-primacy/id1766349471?i=1000704598550
7 months ago
0
0
0
reposted by
Ann M. Lipton
7 months ago
New Shareholder Primacy podcast!
@activistinvestor.bsky.social
talks to
@nellminow.bsky.social
at ValueEdge Advisors! Here at Spotify:
open.spotify.com/episode/7N2E...
loading . . .
Nell Minow, ValueEdge Advisors
Shareholder Primacy 路 Episode
https://open.spotify.com/episode/7N2EYzw9VYTIJNL0RB1ywt?si=6fX4cX27SKGJh7T48XgBow
1
4
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Shareholder Primacy podcast - Nell Minow, ValueEdge Advisors
podcasts.apple.com/us/podcast/s...
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Nell Minow, ValueEdge Advisors
Podcast Episode 路 Shareholder Primacy 路 04/16/2025 路 40m
https://podcasts.apple.com/us/podcast/shareholder-primacy/id1766349471?i=1000703749146
7 months ago
0
1
1
reposted by
Ben Waber
7 months ago
Next was a fantastic discussion w/@annmlipton.bsky.social and
@activistinvestor.bsky.social
on the Twitter securities lawsuit against its new owner and investors knowingly opting into bad corporate governance on the Shareholder Primacy podcast. Highly recommend
www.youtube.com/watch?v=N79s...
(3/9)
loading . . .
Twitter securities lawsuit against Musk, bad corp gov
YouTube video by Free Float Media
https://www.youtube.com/watch?v=N79sLSz26gI
1
1
1
reposted by
Ann M. Lipton
7 months ago
This may not be, ahem, the most urgent biz news, but if you want something else to think about, there's a new SH Primacy podcast! Me and
@activistinvestor.bsky.social
talk about former Twitter SHs suing Musk for securities fraud, and the notion of a Certificate of Bad CorpGov Here on Spotify:
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Twitter securities lawsuit against Musk, bad corp gov
Shareholder Primacy 路 Episode
https://open.spotify.com/episode/26mqjce4nDY4s5REQLo176?si=da_DsxjYSwGgSdo7giNJCA
2
6
3
The Oldest Established Permanent Corp Gov Proposal in US Equity Markets
conta.cc/4lk3Di8
loading . . .
The Oldest Established Permanent Corp Gov Proposal in US Equity Markets
Email from TAI DUK isn't serious about simple majority voting View this email message as a webpage Resources and Advisory Services The Oldest Established Permanent Corp Gov Proposal in US Equity Marke
https://conta.cc/4lk3Di8
7 months ago
0
0
0
reposted by
Ann M. Lipton
8 months ago
New Shareholder Primacy podcast! Me and
@activistinvestor.bsky.social
talk (again) about the amendments to Delaware law; we summarize the final versions as enacted and ponder What It All Means. Here at Apple:
podcasts.apple.com/us/podcast/d...
loading . . .
Delaware statute amendments
Podcast Episode 路 Shareholder Primacy 路 04/02/2025 路 51m
https://podcasts.apple.com/us/podcast/delaware-statute-amendments/id1766349471?i=1000701893142
1
2
1
reposted by
Ann M. Lipton
8 months ago
New Shareholder Primacy podcast! This week, me and
@activistinvestor.bsky.social
talk about how private companies count their investors, in order to stay private, and about "vote no" campaigns. (We also talk about the status of SB 21 as of recording, but that ship sailed!) Here on Spotify:
loading . . .
Private company investors, withhold votes
Shareholder Primacy 路 Episode
https://open.spotify.com/episode/0iy3OA4HvHiVPm6p0gOk9Z?si=Pp1hT8heRqKTLx5Q2FtPNw
1
7
2
reposted by
Ann M. Lipton
8 months ago
New Shareholder Primacy podcast is up!
@activistinvestor.bsky.social
talks to
@sarahhaan.bsky.social
about shareholder democracy. Here at Apple:
podcasts.apple.com/us/podcast/s...
loading . . .
Shareholder Democracy with Sarah Haan, Washington & Lee School of Law
Podcast Episode 路 Shareholder Primacy 路 03/19/2025 路 45m
https://podcasts.apple.com/us/podcast/shareholder-democracy-with-sarah-haan-washington-lee/id1766349471?i=1000699948415
1
5
3
reposted by
Ann M. Lipton
8 months ago
New Shareholder Primacy podcast!
@activistinvestor.bsky.social
talks to Jeff Gramm of Bandera Partners. Here at Apple:
podcasts.apple.com/us/podcast/j...
loading . . .
Jeff Gramm, Bandera Partners
Podcast Episode 路 Shareholder Primacy 路 03/12/2025 路 38m
https://podcasts.apple.com/us/podcast/jeff-gramm-bandera-partners/id1766349471?i=1000698890045
1
3
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UPDATE (and a request): What's Up with the Other TSLA Comp Case?
conta.cc/3DoblXs
loading . . .
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 锘縐PDATE (and a Request): What's Up w
https://conta.cc/3DoblXs
8 months ago
0
1
0
reposted by
Ben Waber
8 months ago
Next was a long-awaited discussion between
@annmlipton.bsky.social
and
@activistinvestor.bsky.social
on the recent prospective changes to Delaware corporation law on the Shareholder Primacy podcast. Highly recommend
www.youtube.com/watch?v=UBnJ...
(6/7)
loading . . .
Delaware statute amendments
YouTube video by Free Float Media
https://www.youtube.com/watch?v=UBnJ09zXaeE
1
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1
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