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 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 Newer Posts Older Posts
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
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
