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 Matt Moscardi 4/18/24 Matt Moscardi 4/18/24 The Big Vote at Abbott Laboratories, plus Tesla’s shareholder litmus test and the Free Float bump at Disney Read More Matt Moscardi 4/4/24 Matt Moscardi 4/4/24 The Big Vote at Airbus, plus Peltz loses and Calhoun walks from Caterpillar Read More Matt Moscardi 3/29/24 Matt Moscardi 3/29/24 The Big Vote at Carnival, plus why a “shakeup” at Disney doesn’t mean Peltz Read More Matt Moscardi 3/21/24 Matt Moscardi 3/21/24 The Big Vote at McCormick, plus Disney vs. ISS and Glass Lewis, and say goodbye to a longtime underperforming director Read More Matt Moscardi 3/14/24 Matt Moscardi 3/14/24 The BIG vote at DISNEY, plus boomerang at Under Armour, “board observer” at LKQ, and Sonos’ vote against CEO Read More Matt Moscardi 3/7/24 Matt Moscardi 3/7/24 The Big Vote at Analog Devices, plus Trian’s Disney white paper and JB Hunt’s unorthodox new board roles Read More Matt Moscardi 2/29/24 Matt Moscardi 2/29/24 The Big Vote at Hologic against the legacy of Icahn, plus Norfolk Southern’s gaslight Read More Matt Moscardi 2/22/24 Matt Moscardi 2/22/24 The Big Vote at Qualcomm, plus Zuckerberg’s new board toys, and the social media proxy wars at Disney Read More Matt Moscardi 2/15/24 Matt Moscardi 2/15/24 The Big Vote at Starbucks, plus female CEO hiring “spree” at Fortune 500, and results at Emerson and Tyson Read More Matt Moscardi 2/8/24 Matt Moscardi 2/8/24 The Big Vote at Deere & Company, plus Arjuna vs. Exxon, duck proxy advice, and Nixon-era directors at O’Reilly Automotive Read More Matt Moscardi 2/1/24 Matt Moscardi 2/1/24 The Big Vote at Siemens, plus Julie Robertson’s hire/firing and the Strive of Europe goes after BP Read More Matt Moscardi 1/26/24 Matt Moscardi 1/26/24 The Big Vote at Apple, plus The Rock fills a chair, Starbucks’ empty chair, and vote results at Visa and Costco Read More Matt Moscardi 1/18/24 Matt Moscardi 1/18/24 The Big Vote at Tyson Foods, plus the end of a Facebook era, BP’s boring CEO pick, and Trian strategy vs. Disney strategy Read More Newer Posts Older Posts
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
Matt Moscardi 4/18/24 Matt Moscardi 4/18/24 The Big Vote at Abbott Laboratories, plus Tesla’s shareholder litmus test and the Free Float bump at Disney Read More
Matt Moscardi 4/4/24 Matt Moscardi 4/4/24 The Big Vote at Airbus, plus Peltz loses and Calhoun walks from Caterpillar Read More
Matt Moscardi 3/29/24 Matt Moscardi 3/29/24 The Big Vote at Carnival, plus why a “shakeup” at Disney doesn’t mean Peltz Read More
Matt Moscardi 3/21/24 Matt Moscardi 3/21/24 The Big Vote at McCormick, plus Disney vs. ISS and Glass Lewis, and say goodbye to a longtime underperforming director Read More
Matt Moscardi 3/14/24 Matt Moscardi 3/14/24 The BIG vote at DISNEY, plus boomerang at Under Armour, “board observer” at LKQ, and Sonos’ vote against CEO Read More
Matt Moscardi 3/7/24 Matt Moscardi 3/7/24 The Big Vote at Analog Devices, plus Trian’s Disney white paper and JB Hunt’s unorthodox new board roles Read More
Matt Moscardi 2/29/24 Matt Moscardi 2/29/24 The Big Vote at Hologic against the legacy of Icahn, plus Norfolk Southern’s gaslight Read More
Matt Moscardi 2/22/24 Matt Moscardi 2/22/24 The Big Vote at Qualcomm, plus Zuckerberg’s new board toys, and the social media proxy wars at Disney Read More
Matt Moscardi 2/15/24 Matt Moscardi 2/15/24 The Big Vote at Starbucks, plus female CEO hiring “spree” at Fortune 500, and results at Emerson and Tyson Read More
Matt Moscardi 2/8/24 Matt Moscardi 2/8/24 The Big Vote at Deere & Company, plus Arjuna vs. Exxon, duck proxy advice, and Nixon-era directors at O’Reilly Automotive Read More
Matt Moscardi 2/1/24 Matt Moscardi 2/1/24 The Big Vote at Siemens, plus Julie Robertson’s hire/firing and the Strive of Europe goes after BP Read More
Matt Moscardi 1/26/24 Matt Moscardi 1/26/24 The Big Vote at Apple, plus The Rock fills a chair, Starbucks’ empty chair, and vote results at Visa and Costco Read More
Matt Moscardi 1/18/24 Matt Moscardi 1/18/24 The Big Vote at Tyson Foods, plus the end of a Facebook era, BP’s boring CEO pick, and Trian strategy vs. Disney strategy Read More
