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Weekly Digest:
October 19-25, 2024
Interesting items from the week just ended.
- We link to items for activists, shareholders, companies, and their advisors
- Link does not imply endorsement or even agreement, merely interesting or relevant
- You can also see each item during the week
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in our X feed (@activistinvestr)
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our LinkedIn page
- We compile and send them in this email after the US markets close each Friday
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We welcome your suggestions for items: email us or DM in X or LinkedIn
NEW Podcast
Recent Posts
Events
2024 ESG & Shareholder Activism Symposium (Vinson & Elkins, ICR - NYC - 10/29/24)
2024 Berkeley Fall Forum on Corporate Governance (Berkeley, CA and virtual - 11/11-12/24)
4th Palm Beach Corp Gov Forum (CorpGov.com - 11/13-14/24)
Shareholder Activism Summit (Skytop - NYC - 1/30/25)
News
How activist Corvex follows other activists (Reuters)
A new academic effort to study retail shareholders (CorpGov.net)
Comment to the SEC from ESG investors on shareholder proposal rules (CorpGov.net)
Analysis
Terrific advice for small cap BoDs from an activist investor (Small Cap Institute)
Nice explanation of how influencers reach retail investors (Stakeholder Labs)
More on trends in Delaware law on controlling shareholders from Bainbridge blog and Delaware Vice Chancellor Laster (LinkedIn)
Activists and exec comp (Veritas)
Profile of the nuns who file shareholder proposals (Marketplace)
How companies respond to a failed say-on-pay vote, from Stanford with comment from Cooley
More comment on Vanguard pass-through voting success (Optimizer Online)
2024 proxy season (US Chamber of Commerce webinar)
Opinion
The Rhetoric on ESG Doesn’t Match the Reality (Bloomberg)
Academic papers
Wireless Investors & Apathy Obsolescence with comment from law prof Joan Heminway (JOTWELL)
Judgments About Profits
Shareholder Democracy and the Market for Voting Advice
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