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
Episodes
Newest firstAll episodes
TSLA update, with an AGM
Jul 16, 2025Tap to summarizeAnn and Mike talk about Tesla’s upcoming annual shareholder meeting
Transcribe →Andrew Droste, Columbia Threadneedle
Jun 25, 2025Tap to summarizeMike talks with Andrew Droste of Columbia Threadneedle about leading corporate governance at a prominent investment fund.
Transcribe →How activists and companies make life hard for each other
Jun 11, 2025Tap to summarizeAnn and Mike talk about the things activists and companies do to make life hard for each other.
Transcribe →Earnout disputes, proxy advisors
May 14, 2025Tap to summarizeAnn and Mike talk about earnout disputes and litigation thereof, and the services of proxy advisors.
Transcribe →TSLA projections
May 7, 2025Tap to summarizeAnn and Mike talk about Elon Musk’s projections about TSLA’s business and PSLRA safe harbor for litigating them
Transcribe →Companies staying private, rational apathy
Feb 12, 2025Tap to summarizeAnn and Mike talk about companies staying private, and about investor apathy
Transcribe →Lauren Thomas, Wall Street Journal
Feb 5, 2025Tap to summarizeMike talks with Lauren Thomas, lead deals reporter at the Wall Street Journal, about notable activist situations, trends in activism, and what it’s like covering activism as a reporter.
Transcribe →2024 recap
Dec 18, 2024Tap to summarizeAnn and Mike talk about what happened in 2024 and what’s on the horizon for 2025.
Transcribe →TripAdvisor, Shareholder Proposals
Sep 25, 2024Tap to summarizeAnn and Mike talk about corporate domiciles, how at least one company handles its desire to move from Delaware to Nevada, and what Delware and Nevada think of that. They also look at a fascinating situation where shareholders take a different path to submitting proposals for annual meeting votes.
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