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...

This is awesome. Matt Moscardi and @freefloat.bsky.social ran the numbers and found that companies dismantling their DEI programs in response to the Trump Admin have boards with more political connections - and also lower measures of shareholder value, like TSR. www.freefloat.llc/boardroom-th...

Fabulous 30 min. www.youtube.com/watch?v=xfMQ...

@profgalloway.com and @karaswisher.bsky.social have great convo on free speech and Saudi comedy festival. Capitalism is the arbiter of free speech - purists of free speech don’t exist? podcasts.apple.com/us/podcast/p...

The alternative #democracy matters as much as the federal democracy - and this is where we're headed: www.bloomberg.com/news/article...

I forgot the A in MAGA was “Argentina”. Acronyms are hard.

The #MAGA #antiwoke really stuck it to #budweiser with the whole Dylan Mulvaney thing... companies will think twice or get boycotted! Oh, what? They didn't know the same company owned #michelob?? Seriously? #governancematters www.cnbc.com/2025/09/22/m...

see if you can spot the pattern in the #billionaire wisdom from the headlines last week - they're like fiefdom fortune cookies:

The Mispronunciation Trade will be big this year...

They made it to “E” in the “release documents” department… Epstein can’t be far!

Kenvue and Kenvue's board could (probably?) sue Trump since it's not TYLENOL that would be "linked to autism", it's acetaminophen, the actual drug... the company stock plummeted because Trump couldn't pronounce the drug name, right? Isn't that a shareholder class action lawsuit waiting to happen?

The point of cancelling Disney+ wasn’t to watch Jimmy Kimmel. It was to reject censorship. Continue your life without Disney or broadcast TV or phones, they can’t censor your BBQ with friends

I mean, at some point....

The Supreme Court left out the part where you could discriminate against JUST gays, Pam Bondi just correcting the mistake... right? www.wsj.com/business/cha...

Got our meeting notice - we can vote against trillionaires! Declassify the board! These votes matter as much as federal democracy - Prof @sarahhaan.bsky.social points out corp democracy tricks filter over. Use your rights while you have them.

Did you know? Derica Rice, Disney board member, has now presided over Disney capitulating to coercion on Jimmy Kimmel AND coercion from Robby Starbuck on DEI on the Target board! A twofer! Still has a job on the boards!

[email protected] is the official email from SEC filings of Disney for the Deputy General Counsel – Securities Regulation, Governance & Secretary overseeing corporate governance. Buy a share of stock, email the Deputy Counsel and say "if you bend, we vote out the board"

The new 'zine is out. Get it by putting your email in the free data slot here: www.freefloatanalytics.com.

Everything's fine at Disney. Just fine.

Coates at his best. www.vanityfair.com/news/story/c...

There are actions items for Disney yanking Kimmel - you can elect a new board. open.spotify.com/episode/6egq...

Algorithmic autocracy: the act of suppressing dissent via algorithm in order to secure regulatory advantages, government contracts, or avoid scrutiny. Microsoft and Alphabet are aiding and abetting autocracy. From RAND nearly 20 years ago. www.rand.org/content/dam/...

@jeffsonnenfeld.bsky.social's full throated defense of "fearless" Bob Iger is so gross - and calling @karaswisher.bsky.social "misguided"? Nexstar almost bought ABC in 2023, this is pure trade math: cash for political expediency. Swisher is right. As usual. fortune.com/2025/09/18/b...

The next step for Brendan Carr and the FCC is to repeal Section 230 - after which they can sue social media companies for any anti-conservative posts. Then the silencing is complete until dissent is done via snail mail.

Jimmy Kimmel doesn't get cancelled in a vacuum - it's an executive and board-level decision. Vote out the board.

zines are back

#intel made the trade of the year so far - avoided having to fire the #ceo tan, got $9bn, but rather than just getting $9bn in grants like it was supposed to, it got $9bn AND 10% guaranteed votes for management. basically like a buyback where investors pay you. well played.

Hey @aoc.bsky.social, I love this: www.alternet.org/ocasio-corte.... For the rest of us, let's start holding directors accountable! The alternative democracy of corporate board elections is the perfect place for anti-oligarchic dissent! Here's free data to get started: freefloatanalytics.com

There's a murder-free way to vent your anger at corporations - #VOTE in the alternative democracy. Free director data with their performance, and all you have to do is vote your proxy. Why there isn't a meme vote a la $GME is beyond me.... #unitedhealthcare www.freefloatanalytics.com

Best governance related “accountability is dead” parody ever? Back of the @nytimes.com Sunday

Anyone else notice the market reaction to a murdered CEO? Capitalism loves people!