最高の Shareholder ポッドキャスト (2025)

Mike talks with Matt Moscardi of Free Float Analytics about the current proxy season, including what we’ve seen so far along with some interesting activist situations that have developedFree Float Media による

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Nell Minow, ValueEdge Advisors 39:47

Play Pause

26d ago39:47

39:47

Mike talks with Nell Minow of Value Edge Advisors about her long and illustrious work in corporate governance and activism, and her views on current questions and controversiesFree Float Media による

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Twitter securities lawsuit against Musk, bad corp gov 33:50

1M ago33:50

33:50

Ann and Mike talk about a securities lawsuit against Musk concerning his acquisition of Twitter, and the Certificate of Bad Corp Gov.Free Float Media による

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Delaware statute amendments 50:34

1M ago50:34

50:34

Ann and Mike talk about how the statute amendments in Delaware, and the impact on companies, activists, shareholders, and the state itself.Free Float Media による

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Private company investors, withhold votes 36:16

2M ago36:16

36:16

Ann and Mike talk about how companies count their investors, and withhold the vote campaigns. https://www.businesslawprofessors.com/2024/10/openai-stuff/ https://myemail.constantcontact.com/Yes--Vote-No--Maybe---.html?soid=1102906894819&aid=Cuxt8c1JmtIFree Float Media による

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Sarah Haan, Washington & Lee School of Law 45:02

2M ago45:02

45:02

Mike talks with Sarah Haan of Washington & Lee School of Law, about the connections between shareholder democracy and civic democracy, and how they inform our understanding of current trends in activist investingFree Float Media による

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Jeff Gramm, Bandera Partners 37:58

2M ago37:58

37:58

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

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Delaware statute amendments 55:48

2M ago55:48

55:48

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.Free Float Media による

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Form 13D/G filing rules 35:17

3M ago35:17

35:17

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/p…

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Activism so far in 2025, with Matt Moscardi of Free Float Analytics 40:13

3M ago40:13

40:13

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

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Companies staying private, rational apathy 34:42

3M ago34:42

34:42

Ann and Mike talk about companies staying private, and about investor apathyFree Float Media による

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Lauren Thomas, Wall Street Journal 34:35

3M ago34:35

34:35

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.Free Float Media による

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AGM control with Adriana Robertson and Slava Fos 33:33

3M ago33:33

33:33

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/distribu…

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American Airlines and climate change, National Association of Corporate Directors 40:43

4M ago40:43

40:43

Ann and Mike talk about the ERISA case against American Airlines, and the National Association of Corporate Directors.Free Float Media による

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Nasdaq diversity rules, how proxy advisors serve corporations 38:49

4M ago38:49

38:49

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

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Fiduciary breaches, empty voting 34:33

4M ago34:33

34:33

Ann and Mike talk about how investors aid and abet fiduciary breaches, and about empty voting in proxy contestsFree Float Media による

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2024 recap 40:49

5M ago40:49

40:49

Ann and Mike talk about what happened in 2024 and what’s on the horizon for 2025.Free Float Media による

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Unternehmenskultur als Schlüssel zum Erfolg - der etwas andere Jahresausblick mit Heiko Böhmer! 14:46

5M ago14:46

14:46

Heiko Böhmer, Kapitalmarktstratege, betont die Bedeutung von Unternehmenskultur und Integrität für langfristigen Erfolg. "Würden Sie Ihr Portemonnaie in einem Meeting liegen lassen?" Diese Frage offenbart mehr über Unternehmenskultur als Finanzberichte, erklärt Böhmer. Er unterscheidet zwischen "Hochglanz-CEOs", die kurzfristig agieren, und "Outsid…

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Tornetta update 38:20

5M ago38:20

38:20

Ann and Mike talk about Chancellor McCormick’s final decision in Tornetta, refusing to give effect to the revote on Musk’s pay, and awarding attorney’s fees.Free Float Media による

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Caremark, Working with Broadridge 34:45

5M ago34:45

34:45

Ann and Mike talk about Delaware’s Caremark doctrine, and how it might change in the future. They also look at Broadridge and how activists can work constructively with it on their projects.Free Float Media による

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Ben & Jerry’s, buying votes 40:20

6M ago40:20

40:20

Ann and Mike talk about how Ben & Jerry’s got into an unusual governance relationship with its owner, Unilever, and how that relationship affects a recent lawsuit about selling ice cream in Israel. They also look at the economics and legal questions of buying and selling votes in corporate elections.…

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Corporate control and director say-on-pay 39:42

6M ago39:42

39:42

Ann and Mike talk about what it means for a shareholder (or executive or director) to control a public company, how control works under corporate law, and ideas to improve how to control controlling shareholders. They also look at Mike’s recent proposals on binding director say-on-pay at about a dozen US public companies.…

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What makes a qualified director with Matt Moscardi 38:55

6M ago38:55

38:55

Mike talks with Matt Moscardi of Free Float Analytics about what shareholders should and do look for in director candidates, and how to use advanced data and modeling to identify good and bad directors.Free Float Media による

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Corporate purpose and companies suing shareholders 35:11

6M ago35:11

35:11

Ann and Mike talk about what we mean when we look at corporate purpose, and how a shareholder lawsuit at META illustrating the debate on corporate purpose met its end in Delaware. They also talk about another angle on corporate purpose and climate change, as XOM sued ESG shareholders to stop their efforts to define corporate purpose using climate c…

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Advance notice bylaws with Ben Bates 37:40

7M ago37:40

37:40

Mike talks with Ben Bates of Harvard Law School about his analysis of advance notice bylaws, including the enviable dataset he built, why trends in advance notice bylaws make life harder for activists, and how activists and regulators might respond.Free Float Media による

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Climate change, and the activist battle at Pfizer 37:55

7M ago37:55

37:55

We have some interesting things we can talk about regarding the SEC’s climate change rules. And, we talk about the ongoing drama between Pfizer and Starboard Value.Free Float Media による

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One person committees, and how activists think 42:05

7M ago42:05

42:05

Ann and Mike talk about one-person special board of director committees, why they aren’t as odd as they sound, and why boards even need them. They also talk about how shareholders like Mike think about selecting companies for activist projects, and the process they go through to escalate a project at a portfolio company.…

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KI-Euphorie abgekühlt - Fokus auf Europa und Value-Investing - Loriot oder L`Oreal 14:11

7M ago14:11

14:11

Heiko Böhmer, Kapitalmarktstratege bei Shareholder Value Management, stellt seine Anlagestrategie für 2024 rückblickend auf den Prüfstand. Das größte Wahljahr aller Zeiten hatte überraschend wenig Einfluss auf die Finanzmärkte. Das dürfte bei der letzten großen Wahl des Jahres, der in den USA, auch nicht anders sein. "Für meine Strategie zählt der …

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Section 10(b) claims, TSLA director say-on-pay 32:30

7M ago32:30

32:30

Ann and Mike talk about a couple of recent cases that illustrate developments in both what the courts think, and what Congress and the SEC think, about how shareholders can and cannot sue companies for fraud. They also talk about the other big compensation case at Tesla, the one involving the Tesla Board of Directors.…

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TripAdvisor, Shareholder Proposals 35:49

8M ago35:49

35:49

Ann 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.Free Float Media による

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Moelis and Delaware; advance notice bylaws 31:28

8M ago31:28

31:28

Ann and Mike talk about a recent landmark case in Delaware addressing a shareholder's control over a board, what Delaware courts thought of that influence, how Delaware changed its statute to respond, and what it all says about Delaware as a corporate domicile. They also look at changes and trends in advance notice bylaws and how those trends affec…

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Updates from Tesla, and universal proxies in 2024 31:35

8M ago31:35

31:35

Ann and Mike talk about the Tesla exec comp case, and how the shareholder vote to ratify Elon Musk’s pay plan might or might not change minds in Delaware. They also look at developments in the universal proxy card rule, and how it has changed proxy contests in the past two years. You can find more about Ann and Mike, too.…

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Wir verstehen uns als aktive Manager im ETF-Bereich 14:04

11M ago14:04

14:04

Wer hat die Hoheit: Aktiv gemanagte Fonds oder ETFs? Kapitalmarktstratege Heiko Böhmer von Shareholder Value Management diagnostiziert nach der Mixed Champions Tour und anhand des aktuellen ETF-Barometers der DWS einen Kipppunkt in den USA hin zu ETFs. Der Frankfurter UCITS-ETF - Modern Value ist ein aktiver Fonds, denn hier werden quartalsmäßig im…

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2024-Afternoon Session-BRK Annual Shareholders Meeting 1:57:47

1y ago1:57:47

1:57:47

2024-Afternoon Session-BRK Annual Shareholders Meeting

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2024-Morning Session-BRK Annual Shareholders Meeting 3:24:00

1y ago3:24:00

3:24:00

2024-Morning Session-BRK Annual Shareholders Meeting

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Von der Skyline zum DAX-Rekord und zurück. Heiko Böhmer: "Value-Investieren, aber mit einem modernen Gesicht" - KI-Burggraben? 11:24

1y ago11:24

11:24

Die allmähliche Verfertigung des Investments beim Laufen in Mainhattan. Heiko Böhmer von Shareholder Value auf dem Frankfurter Börsentag: "Wir kratzen jetzt Richtung 18.000 Punkte, obwohl sich an den Rahmenbedingungen wenig verändert hat." Gibt es negative Vibes? Die eine oder andere zu positive Aussicht an den Märkten könnte gewiss zu Enttäuschung…

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Heiko Böhmer: "Traden macht Spaß, aber Investieren bringt das Vermögen" 13:02

1y ago13:02

13:02

Es gibt nicht nur einen Heiko in der Branche. Heiko Böhmer freut sich auf dem Börsentag in Dresden ganz besonders auf den Vortrag des Börsenaltmeisters Heiko Thieme. Eine Glaskugel und exakte Prognosen werden sie beide nicht im Gepäck tragen. Shareholder Value kommt nicht nur mit aktiven Fonds, sondern präsentiert den Privatanlegern auch einen ETF.…

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Heiko Böhmer: "15 Minuten Finanzen im Monat für stabile Renditen" 12:21

1+ y ago12:21

12:21

An der Börse wird nicht geklingelt? Heiko Böhmer klingelt! Auf dem Fondskongress in Mannheim widerspricht er Axel Webers unpopulärer Zinsprognose und erklärt sich zum Thema "FinFluencer meets Fundmanager": "Die Rolle der Influencer müssen wir teilweise kritisch sehen." Lieder können in drei Minuten ein ganzes Leben erzählen, 30-Sekunden-Takes in de…

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