7 Oct 2026 · 1 hr
Appraisal rights; kinds of activists
Ann and Mike talk about appraisal arbitrage, and different kinds of activists
Podcast · Business
Shareholder Primacy
by Free Float Media Inc. · English · Business
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.
- New episodes
- Weekly
- Typical length
- 44 min
- Latest
- 7 Oct 2026
- Language
- English
Latest episode
Earlier episodes 29 most recent
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2 Oct 2026 · 43 min
Stavros Gadinis, University of California - Berkeley, “Corporate Ordering”
Ann and Mike talk with Stavros Gadinis at the University of California at Berkeley.
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23 Sep 2026 · 49 min
The new SEC proposal rules
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9 Sep 2026 · 51 min
Mailbag, Rule 14a-8 Edition
Ann and Mike answer a mailbag question about SEC Rule 14a-8.
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26 Aug 2026 · 45 min
Intel fiduciary duty, Voya no-confidence vote
Ann and Mike talk about the US government investment in Intel and some subsequent lawsuits, and a novel proxy solicitation at Voya Financial
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22 Jul 2026 · 50 min
STOCK Act, Activist SPV Disclosures
Ann and Mike talk about the STOCK Act and Trump Media, and new disclosure rules for activist SPVs.
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8 Jul 2026 · 1 hr 20 min
Proxy Season Crossover
What are the overall results from AGMs in 2026? How did companies and shareholders do in AGM votes? Shareholder proposals Many fewer E&S Same or slightly more corp gov Voting outcomes similar to past years(?) Proxy contests Many fewer compared to earlier years Activists prevailed at roughly the same rate, perhaps a little lower Many more settlements Notable activist situations ESG proposals Proxy contests Almost no really big ones Biglari lost two, CBRL and JACK Two mergers terminated CORZ, CoreWeave STAA Withhold campaigns didn’t work CBRL, JACK VSCO - started as a proxy contest Several…
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18 Jun 2026 · 46 min
Closed-End Funds at the US Supreme Court
Ann and Mike talk about the FS Credit Opportunities v. Saba Capital case at the Supreme Court
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27 May 2026 · 52 min
SpaceX IPO
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20 May 2026 · 1 hr 15 min
Jeff Mahoney, Council of Institutional Investors
Ann and Mike talk with Jeff Mahoney of the Council of Institutional Investors
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6 May 2026 · 41 min
Challenging advance notice bylaws, precatory proposal proxy solicitation
Ann and Mike talk about challenging advance notice bylaws, and some a new precatory proposal proxy solicitation
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29 Apr 2026 · 36 min
SpaceX leaks, independent directors
Ann and Mike talk about the leaks of portions of the SpaceX registration statement, and how boards recruit independent directors
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22 Apr 2026 · 44 min
TSLA, How activists think
Ann and Mike talk about the Tesla decision dismissing the last Delaware claims, and about how activists think
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15 Apr 2026 · 41 min
How proxy votes worked at SBUX
Ann and Mike talk about how proxy votes actually work, using SBUX as an example
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8 Apr 2026 · 38 min
Precatory proposal at BJ, activism at SNAP
Ann and Mike talk about a precatory proposal at BJ and activism at SNAP
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18 Mar 2026 · 41 min
XOM domicile; pending proxy contests
Ann and Mike talk about Exxon’s proposed move to New Jersey, and pending proxy contests this year
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11 Mar 2026 · 43 min
Another controller lawsuit; proxy advisors and exec comp
Ann and Mike talk about EngageSmart and proxy advisors and executive compensation
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25 Feb 2026 · 36 min
State regulation of proxy advisors
Mike and Ann talk about how states have begun the process of regulating proxy advisors.
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18 Feb 2026 · 37 min
Musk securities fraud; Warner Brothers Discovery update
Mike and Ann talk about a(nother) Twitter securities fraud case against Musk, the latest in WBD
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28 Jan 2026 · 45 min
Warner Brothers Discovery
Mike and Ann talk about the contest for Warner Brothers Discovery between Netflix and Paramount Skydance
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14 Jan 2026 · 36 min
What to read in 2026
Books: The Modern Corporation & Private Property, Adolph A. Berle and Gardner Means Foundations of Organizational Strategy, Michael C. Jensen Exit, Voice, and Loyalty, Albert O. Hirschman Corporate Governance, Robert A. G. Monks and Nell Minow Dear Chairman, Jeff Gramm Disney War, James B. Stewart Barbarians in the Boardroom, Owen Walker On Board, Jonathan F. Foster Principles of Corporate Finance, Richard Brealy, Stewart Myers, Franklin Allen Harvard Law School corp gov forum, The CLS Blue Sky Blog Cooley memos Matt Levine at Bloomberg Mr. CorpGov Substack - Andrew Droste at CT Business Law…
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7 Jan 2026 · 40 min
Tesla, activist board nominees
Ann and Mike talk about the Tornetta decision and how activists recruit director candidates
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17 Dec 2025 · 1 hr 3 min
2026 Predictions with Matt Moscardi + Damion Rallis of the Proxy Countdown podcast
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10 Dec 2025 · 44 min
What Activists Are Doing Right Now
Ann and Mike talk about what activists are actually doing at this time of the year
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3 Dec 2025 · 41 min
Proxy Advisors and Activism
Ann and Mike talk about how ISS and Glass Lewis are responding to legal pressure and the likely effects on activism.
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19 Nov 2025 · 46 min
Kyle Pinder on shareholder proposals under Delaware law
Mike talks with attorney Kyle Pinder about his research about shareholder proposals under Delaware law.
About Shareholder Primacy
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.
Shareholder Primacy is a English business podcast from Free Float Media Inc.. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.
- Publisher
- Free Float Media Inc.
- Language
- English
- Category
- Business
- New episodes
- Weekly
- Typical length
- 44 min
- Latest episode
- 7 Oct 2026
- Feed
- RSS — paste into any podcast app
- Apple Podcasts
- podcasts.apple.com/podcast/id1766349471
- Rights
- 2024
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