Episode notes
Mike and Matt Moscardi sort through the mailbag
Podcast
Shareholder Primacy
Free Float Media Inc. · Business · English
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.
More from Shareholder Primacy All episodes →
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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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