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Podcast

Shareholder Primacy

Hosted by Free Float Media Inc. · EN

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.

39episodes

Listen on Apple Podcasts

Episodes

All episodes

Newest first

How proxy votes worked at SBUX
Apr 1500:40:42Summary ready
Ann and Mike talk about how proxy votes actually work, using SBUX as an example
Summary
Precatory proposal at BJ, activism at SNAP
Apr 800:38:03Summary ready
Ann and Mike talk about a precatory proposal at BJ and activism at SNAP
Summary
What’s going on at the SEC
Apr 100:51:40Summary ready
Ann and Mike talk about recent developments at the SEC
Summary
XOM domicile; pending proxy contests
Mar 1800:41:23Summary ready
Ann and Mike talk about Exxon’s proposed move to New Jersey, and pending proxy contests this year
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Another controller lawsuit; proxy advisors and exec comp
Mar 1100:42:51Summary ready
Ann and Mike talk about EngageSmart and proxy advisors and executive compensation
Summary
State regulation of proxy advisors
Feb 2500:35:34Summary ready
Mike and Ann talk about how states have begun the process of regulating proxy advisors.
Summary
Musk securities fraud; Warner Brothers Discovery update
Feb 1800:36:40Summary ready
Mike and Ann talk about a(nother) Twitter securities fraud case against Musk, the latest in WBD
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Warner Brothers Discovery
Jan 2800:45:17Summary ready
Mike and Ann talk about the contest for Warner Brothers Discovery between Netflix and Paramount Skydance
Summary
Mailbag!
Jan 2100:36:03Summary ready
Mike and Matt Moscardi sort through the mailbag
Summary
What to read in 2026
Jan 1400:36:10Summary ready
Books:The Modern Corporation & Private Property, Adolph A. Berle and Gardner MeansFoundations of Organizational Strategy, Michael C. JensenExit, Voice, and Loyalty, Albert O. HirschmanCorporate Governance, Robert A. G. Monks and Nell MinowDear Chairman, Jeff GrammDisney War, James B. StewartBarbarians in the Boardroom, Owen WalkerOn Board, Jonathan F. FosterPrinciples of Corporate Finance, Richard Brealy, Stewart Myers, Franklin AllenHarvard Law School corp gov forum, The CLS Blue Sky BlogCooley memosMatt Levine at BloombergMr. CorpGov Substack - Andrew Droste at CTBusiness Law Prof BlogThe Corporate Counsel blogsecinfo.com, Boardroom AlphaEmail news letters - FT Alphaville substack, Law360 and Bloomberg Law newslettershttps://kfilings.com/Ssrn newsletterdeallawyers.comthecorporatecounsel.netcompensationstandards.com
Summary