25.12.2025 04:58
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A very special Shareholder Primacy podcast! Me and @activistinvestor.bsky.social close out the year with a crossover episode with our sister pod, Proxy Countdown, featuring Matt Moscardi and Damion Rallis of @freefloat.bsky.social.
Here at Apple:
podcasts.apple.com/us/podcast/2...
This is awesome. Matt Moscardi and @freefloat.bsky.social ran the numbers and found that companies dismantling their DEI programs in response to the Trump Admin have boards with more political connections - and also lower measures of shareholder value, like TSR.
www.freefloat.llc/boardroom-th...
We’re in the middle of a free speech trade - capital is deciding how much it’s worth. That makes free speech more transactional than ever. Virtue signaling will either have to turn to just virtue without signaling or free speech will stay for sale to the highest bidder.
@profgalloway.com and @karaswisher.bsky.social have great convo on free speech and Saudi comedy festival. Capitalism is the arbiter of free speech - purists of free speech don’t exist? podcasts.apple.com/us/podcast/p...
The alternative #democracy matters as much as the federal democracy - and this is where we're headed:
www.bloomberg.com/news/article...
I forgot the A in MAGA was “Argentina”. Acronyms are hard.
The #MAGA #antiwoke really stuck it to #budweiser with the whole Dylan Mulvaney thing... companies will think twice or get boycotted! Oh, what? They didn't know the same company owned #michelob?? Seriously? #governancematters www.cnbc.com/2025/09/22/m...
see if you can spot the pattern in the #billionaire wisdom from the headlines last week - they're like fiefdom fortune cookies:
The Mispronunciation Trade will be big this year...
They made it to “E” in the “release documents” department… Epstein can’t be far!
Kenvue and Kenvue's board could (probably?) sue Trump since it's not TYLENOL that would be "linked to autism", it's acetaminophen, the actual drug... the company stock plummeted because Trump couldn't pronounce the drug name, right? Isn't that a shareholder class action lawsuit waiting to happen?
The suit is filed by index investors and the mitigating factor is time, yeah? They own the long term social or political externality? The average director tenure is 7 years - everything except this decision is long term - maybe the suit if it goes to discovery can open the tension of long vs short
Panic at the Discovery?
The point of cancelling Disney+ wasn’t to watch Jimmy Kimmel. It was to reject censorship. Continue your life without Disney or broadcast TV or phones, they can’t censor your BBQ with friends
I mean, at some point....
The Supreme Court left out the part where you could discriminate against JUST gays, Pam Bondi just correcting the mistake... right? www.wsj.com/business/cha...
Got our meeting notice - we can vote against trillionaires! Declassify the board! These votes matter as much as federal democracy - Prof @sarahhaan.bsky.social points out corp democracy tricks filter over. Use your rights while you have them.
Did you know? Derica Rice, Disney board member, has now presided over Disney capitulating to coercion on Jimmy Kimmel AND coercion from Robby Starbuck on DEI on the Target board! A twofer! Still has a job on the boards!
Jolene.E.Negre@disney.com is the official email from SEC filings of Disney for the Deputy General Counsel – Securities Regulation, Governance & Secretary overseeing corporate governance. Buy a share of stock, email the Deputy Counsel and say "if you bend, we vote out the board"
The new 'zine is out. Get it by putting your email in the free data slot here: www.freefloatanalytics.com.
Everything's fine at Disney. Just fine.
There are actions items for Disney yanking Kimmel - you can elect a new board. open.spotify.com/episode/6egq...
Algorithmic autocracy: the act of suppressing dissent via algorithm in order to secure regulatory advantages, government contracts, or avoid scrutiny. Microsoft and Alphabet are aiding and abetting autocracy. From RAND nearly 20 years ago. www.rand.org/content/dam/...
@jeffsonnenfeld.bsky.social's full throated defense of "fearless" Bob Iger is so gross - and calling @karaswisher.bsky.social "misguided"? Nexstar almost bought ABC in 2023, this is pure trade math: cash for political expediency. Swisher is right. As usual. fortune.com/2025/09/18/b...
