Mike talks with Jeff Gramm of Bandera Partners about his fund, his book Dear Chairman, and activist investing these days.

Ann and Mike talk about prospective changes to Delaware corporation law, and the impact of these changes on activists, companies, shareholders, and the state of Delaware itself.

Ann and Mike talk about the revisions to the rules about how investors disclosure their intentions on SEC Forms 13D and 13G, and the implications of these revisions for activists, shareholders, and companies.

https://wowlw.com/Article/Index/30?utm_campaign=Corporate&utm_content=Link&utm_medium=social&utm_source=LinkedIn

https://www.gibsondunn.com/passive-aggressive-investor-significant-new-sec-staff-interpretive-guidance-on-schedule-13g-eligibility/

Mike and Matt Moscardi talk about what activists, companies, and shareholders can expect at annual meetings in the coming 2025 proxy season.

Ann and Mike talk about companies staying private, and about investor apathy

Mike 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.

Mike talks with Adriana Robertson of the University of Chicago and Slava Fos of Boston College about ways companies control and sometimes manipulate annual shareholder meetings.

https://www.yalejreg.com/print/hidden-agendas-in-shareholder-voting/

https://www.cambridge.org/core/journals/journal-of-financial-and-quantitative-analysis/article/distribution-of-voting-rights-to-shareholders/8A486A1652F7F8C935238F5FEA7484F3

Ann and Mike talk about the ERISA case against American Airlines, and the National Association of Corporate Directors.

Ann and Mike talk about the decision striking the Nasdaq diversity rules, and about ISS and Glass Lewis’s consulting services.

Ann and Mike talk about how investors aid and abet fiduciary breaches, and about empty voting in proxy contests