The Activist Investor

@activistinvestr

Activist investor and advisor; we tweet relevant, interesting items, does not imply agreement or endorsement; join our email list at the website

Chicago, IL

Joined November 2009

173Following

2KFollowers

Pinned

The Activist Investor@activistinvestr · Jul 22

New Ways for Companies to Disenfranchise Shareholders open.substack.com/pub/theactivis…

471

Pinned

The Activist Investor@activistinvestr · 5 h

The more money Strategy makes for investors in its weird securities, the more weird securities it can issue to buy Bitcoin, and that is the business it is in. (@matt_levine at Bloomberg on TSLA and xAI) bloomberg.com/opinion/newsle…

activistinvestr's tweet card. Also Tesla and xAI, alpha capture and an NFT treasury company.

144

The Activist Investor@activistinvestr · 3 h

Culture wars come to the annual meeting ft.com/content/a7811d… via @ft

activistinvestr's tweet card. Conservative-leaning groups seek influence through the corporate ballot box

The Activist Investor@activistinvestr · 4 h

📷 It has been a long road for the CII policy team! Yesterday, the House passed bipartisan legislation to bring transparency to dual-class companies—requiring vote results by share class. x.com/FinancialCmte/… #DualClassStock #CorporateGovernance #CII #OneShareOneVote

FFinancial Services GOP@FinancialCmte · Jul 21

WATCH: Chairman @RepFrenchHill in support of H.R. 3357: "Multiclass structures have existed in American capital markets for many decades. These structures are important for certain business models like family businesses, but they also raise questions about transparency and…

222

The Activist Investor@activistinvestr · 4 h

Glass Lewis Messes With Texas (Business Law Prof Blog) businesslawprofessors.com/2025/07/glass-…

activistinvestr's tweet card. Earlier today, Glass Lewis announced that it would pursue litigation against the Texas Attorney General to prevent him from enforcing SB 2337. The firm is

The Activist Investor@activistinvestr · 4 h

ESG shareholder resolutions (Morningstar) linkedin.com/posts/lindseys…

activistinvestr's tweet card. ESG shareholder resolutions – The SEC has swung the axe, but the "fail tail" of poorly supported resolutions seems to have survived. Staff Legal Bulletin 14M, published by the SEC in February,...

The Activist Investor@activistinvestr · 4 h

Glass Lewis Sues Texas to Block ESG Curbs for Proxy Advisers (Bloomberg) news.bloomberglaw.com/esg/glass-lewi…

activistinvestr's tweet card. Glass, Lewis & Co. on Thursday sued Texas to stop a law requiring proxy advisory firms to disclose that they deploy “nonfinancial factors” in developing ESG-related recommendations for shareholders...

The Activist Investor@activistinvestr · 11 h

Shareholder Primacy: Paramount and Caremark violations, CBRL advance notice bylaws open.substack.com/pub/theactivis…

The Activist Investor@activistinvestr · 11 h

New Ways for Companies to Disenfranchise Shareholders open.substack.com/pub/theactivis…

100

The Activist Investor@activistinvestr · 13 h

Elon Musk wants more control of Tesla so activist investors can’t boot him—but not so much the board can’t fire him if he goes ‘crazy’ (Fortune) fortune.com/2025/07/23/elo…

activistinvestr's tweet card. He said his ownership stake is "a major concern," noting he hoped the Tesla board addresses the issue at its annual shareholder meeting in November.

139

The Activist Investor@activistinvestr · Jul 23

How the Proxy Advisory Services Roundtable Should Have Gone open.substack.com/pub/theactivis…

107

The Activist Investor@activistinvestr · Jul 23

The quiet power of the Big Three: a new era of corporate governance - IR Impact ir-impact.com/2025/07/the-qu…

activistinvestr's tweet card. We are witnessing a quiet but seismic shift in corporate governance. Behind the headlines of stock prices and board reshuffles, a powerful trio of asset management giants – BlackRock, Vanguard and...

124

The Activist Investor@activistinvestr · Jul 23

Where’s the Beef? Delaware Courts Nix Unripe Challenges to Advance Notice Bylaws and Uphold Bylaws Adopted ‘on a Clear Day’ (Skadden) skadden.com/insights/publi…

122

The Activist Investor@activistinvestr · Jul 22

Nell Minow’s Keynote at the ICGN Conference (ValueEdge Advisors) valueedgeadvisors.com/2025/07/21/nel…

activistinvestr's tweet card. VEA Chair Nell Minow gave the keynote address at ICGN’s 30th anniversary conference in New York on July 18, 2025. Her remarks: It is a great honor to be here and I want to begin with my thank…

203

The Activist Investor@activistinvestr · Jul 22

Hot Take: Board members should be licensed (NYT DealBook) nytimes.com/2025/07/22/bus…

activistinvestr's tweet card. General Motors is the latest company to record a hit from the president’s trade war. But so far, investors remain upbeat.

114

The Activist Investor@activistinvestr · Jul 22

The Life of Former SEC Chair (and Corp Fin Director) Manny Cohen (Cooley) governancebeat.cooley.com/the-life-of-fo…

The Activist Investor@activistinvestr · Jul 21

Do Activist CEO Ousters Pay Off? (DEF14) linkedin.com/posts/sergicor…

activistinvestr's tweet card. Do Activist CEO Ousters Pay Off? CEO turnover is running hot: 2,221 chiefs left in 2024 and 646 more followed in the first quarter of 2025. The chart reviews share performance following five CEO...

150

The Activist Investor@activistinvestr · Jul 21

Is Your IR Team Missing the Signs of Activism? Here’s What to Watch For q4blog.com/is-your-ir-tea… via @@q4tweets

activistinvestr's tweet card. Shareholder activism rarely starts with a splash. It brews quietly through subtle trading patterns, shifting sentiment, or new…

144

The Activist Investor@activistinvestr · Jul 21

Season-end Summary of Shareholder Voting on 14a-8 Proposals corpgov.law.harvard.edu/2025/07/21/sea… via @HarvardCorpGov

156

The Activist Investor@activistinvestr · Jul 21

Why Public Pension Funds Should Still Put Beneficiaries First: A Response to Fisch and Schwartz (The CLS Blue Sky Blog) clsbluesky.law.columbia.edu/2025/07/21/why…

133