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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7 Oct 2026 · 1 hr
Appraisal rights; kinds of activists
Ann and Mike talk about appraisal arbitrage, and different kinds of activists
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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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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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