Matt Moscardi 11/8/24 Matt Moscardi 11/8/24 Think like an activist: Korea Tobacco & Ginseng with Sunghyun Lee at Flashlight Capital Read More Matt Moscardi 10/31/24 Matt Moscardi 10/31/24 Forget zombie directors, worry about vampires, mummies, and Frankensteins Read More Matt Moscardi 10/25/24 Matt Moscardi 10/25/24 How much should a director get paid? Lam Research, plus WiseTech’s board capture and Southwest’s board shakeup Read More Matt Moscardi 10/17/24 Matt Moscardi 10/17/24 Is Parker Hannifin the most parochial board ever? Also, Pfizer’s activist “defense” and Champions Oncology’s superstar Read More Matt Moscardi 10/11/24 Matt Moscardi 10/11/24 How should we evaluate board skills quiz, plus Pfizer and Air Products activists, and Zoom’s happy CFO Read More Matt Moscardi 9/30/24 Matt Moscardi 9/30/24 The Big Vote at P&G, plus Commerzbank’s glass cliff, Elliott vs. Southwest, Masimo’s loss, and ConAgra’s oops Read More Matthew Moscardi 9/20/24 Matthew Moscardi 9/20/24 The Big Vote at FedEx (the Fred Smith show), plus 23andMe is now just me, and shakeups at Nike Read More Matthew Moscardi 9/13/24 Matthew Moscardi 9/13/24 The Big Vote at Darden, plus Starboard shakes Southwest, Norfolk Southern’s CEO problem, and a board draft Read More Matthew Moscardi 9/5/24 Matthew Moscardi 9/5/24 The Big Vote at General Mills, plus Starbucks poaches a burrito and Intel is pre-activist concerned Read More Matt Moscardi 8/8/24 Matt Moscardi 8/8/24 Proxy Season Preview: Board knowledge and skill votes, plus board appointment fails, fake CEOs, and activist updates Read More Matt Moscardi 8/1/24 Matt Moscardi 8/1/24 2023-24 PROXY AWARDS, including best performing director, best proxy match, and board you want a beer with Read More Matt Moscardi 7/18/24 Matt Moscardi 7/18/24 Top and bottom director performance, plus Southwest’s proxy fight and director perks Read More Matt Moscardi 6/27/24 Matt Moscardi 6/27/24 The Big Vote at Snowflake, plus Tyson gets replaced, a zombie at Veeva, and declassifying wins Read More Matt Moscardi 6/13/24 Matt Moscardi 6/13/24 The Big Vote at Delta Airlines, plus Musk’s vote “leak”, and Eli Lily and Alphabet’s CFO trade Read More Matt Moscardi 6/6/24 Matt Moscardi 6/6/24 The Big Vote at Target, plus Musk’s blackmail, investors not named Mark, and director trade-ups Read More Matt Moscardi 5/30/24 Matt Moscardi 5/30/24 The BIG Vote at Tesla, plus investors keep forgetting who sets pay and Crown Castle’s proxy win Read More Matt Moscardi 5/22/24 Matt Moscardi 5/22/24 The Big Vote at Meta, or how to deal with dictators, plus updates from Exxon and Tesla Read More Matt Moscardi 5/16/24 Matt Moscardi 5/16/24 The Big Vote at Chevron, Exxon, and Shell, plus a big AGM roundup Read More Matt Moscardi 5/2/24 Matt Moscardi 5/2/24 How to use data for the height of proxy season, plus Paramount and Norfolk updates Read More Matt Moscardi 4/25/24 Matt Moscardi 4/25/24 The Big Vote at Norfolk Southern, plus Exxon’s shareholder fight and Keurig’s CEO ping pong Read More Older Posts
Matt Moscardi 11/8/24 Matt Moscardi 11/8/24 Think like an activist: Korea Tobacco & Ginseng with Sunghyun Lee at Flashlight Capital Read More
Matt Moscardi 10/31/24 Matt Moscardi 10/31/24 Forget zombie directors, worry about vampires, mummies, and Frankensteins Read More
Matt Moscardi 10/25/24 Matt Moscardi 10/25/24 How much should a director get paid? Lam Research, plus WiseTech’s board capture and Southwest’s board shakeup Read More
Matt Moscardi 10/17/24 Matt Moscardi 10/17/24 Is Parker Hannifin the most parochial board ever? Also, Pfizer’s activist “defense” and Champions Oncology’s superstar Read More
Matt Moscardi 10/11/24 Matt Moscardi 10/11/24 How should we evaluate board skills quiz, plus Pfizer and Air Products activists, and Zoom’s happy CFO Read More
Matt Moscardi 9/30/24 Matt Moscardi 9/30/24 The Big Vote at P&G, plus Commerzbank’s glass cliff, Elliott vs. Southwest, Masimo’s loss, and ConAgra’s oops Read More
Matthew Moscardi 9/20/24 Matthew Moscardi 9/20/24 The Big Vote at FedEx (the Fred Smith show), plus 23andMe is now just me, and shakeups at Nike Read More
Matthew Moscardi 9/13/24 Matthew Moscardi 9/13/24 The Big Vote at Darden, plus Starboard shakes Southwest, Norfolk Southern’s CEO problem, and a board draft Read More
Matthew Moscardi 9/5/24 Matthew Moscardi 9/5/24 The Big Vote at General Mills, plus Starbucks poaches a burrito and Intel is pre-activist concerned Read More
Matt Moscardi 8/8/24 Matt Moscardi 8/8/24 Proxy Season Preview: Board knowledge and skill votes, plus board appointment fails, fake CEOs, and activist updates Read More
Matt Moscardi 8/1/24 Matt Moscardi 8/1/24 2023-24 PROXY AWARDS, including best performing director, best proxy match, and board you want a beer with Read More
Matt Moscardi 7/18/24 Matt Moscardi 7/18/24 Top and bottom director performance, plus Southwest’s proxy fight and director perks Read More
Matt Moscardi 6/27/24 Matt Moscardi 6/27/24 The Big Vote at Snowflake, plus Tyson gets replaced, a zombie at Veeva, and declassifying wins Read More
Matt Moscardi 6/13/24 Matt Moscardi 6/13/24 The Big Vote at Delta Airlines, plus Musk’s vote “leak”, and Eli Lily and Alphabet’s CFO trade Read More
Matt Moscardi 6/6/24 Matt Moscardi 6/6/24 The Big Vote at Target, plus Musk’s blackmail, investors not named Mark, and director trade-ups Read More
Matt Moscardi 5/30/24 Matt Moscardi 5/30/24 The BIG Vote at Tesla, plus investors keep forgetting who sets pay and Crown Castle’s proxy win Read More
Matt Moscardi 5/22/24 Matt Moscardi 5/22/24 The Big Vote at Meta, or how to deal with dictators, plus updates from Exxon and Tesla Read More
Matt Moscardi 5/16/24 Matt Moscardi 5/16/24 The Big Vote at Chevron, Exxon, and Shell, plus a big AGM roundup Read More
Matt Moscardi 5/2/24 Matt Moscardi 5/2/24 How to use data for the height of proxy season, plus Paramount and Norfolk updates Read More
Matt Moscardi 4/25/24 Matt Moscardi 4/25/24 The Big Vote at Norfolk Southern, plus Exxon’s shareholder fight and Keurig’s CEO ping pong Read More
