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🎙 Shows

Transcripts & show notes from Free Float Media, searchable and linked to the companies and directors discussed.

Current shows (285)🔍 Search the archives (525)Everything (810)
All shows Business Pants (655) Proxy Countdown (80) Shareholder Primacy (75)

Every episode (810)

Proxy CountdownMar 29, 2024
The Big Vote at Carnival, plus why a “shakeup” at Disney doesn’t mean Peltz
Business PantsMar 29, 2024
FRIDAY WRAP: Boeing’s quasi shakeup, childcare profits, Fink’s letter, and free director data
Business PantsMar 26, 2024
THE ALL BOEING BIZ NUGGETS: Calhoun, Kellner leaving, but the cronyism is here to stay!
Business PantsMar 22, 2024
FRIDAY WRAP: Reddit pops, Anguilla wins the AI race, ISS is pointless, ISS sucks, and who pays for ISS
Proxy CountdownMar 21, 2024
The Big Vote at McCormick, plus Disney vs. ISS and Glass Lewis, and say goodbye to a longtime underperforming director
Business PantsMar 19, 2024
GOOD GAME: March Madness edition! Get your bracket ready for best headlines of the last year…
Business PantsMar 15, 2024
FRIDAY WRAP: OpenAI’s Facebook board, QVC’s racist, clean energy investment spikes, and an MSCI EM ESG ETF down 0%
Proxy CountdownMar 14, 2024
The BIG vote at DISNEY, plus boomerang at Under Armour, “board observer” at LKQ, and Sonos’ vote against CEO
Business PantsMar 12, 2024
BIZ NUGGETS: Boeing fails audits, Blackrock’s engagement “resource constraints”, Altman is back on top
Business PantsMar 08, 2024
FRIDAY WRAP: SEC’s new climate rule, JetBlue’s dead merger, ISS’s “ESG skeptic” policy, and Musk v. MacKenzie Scott
Proxy CountdownMar 07, 2024
The Big Vote at Analog Devices, plus Trian’s Disney white paper and JB Hunt’s unorthodox new board roles
Business PantsMar 05, 2024
THE GOOD GAME: Blackrock’s “transition finance”, SOC drops the SBUX slate, and Musk sues OpenAI - is it all GOOD?
Business PantsMar 01, 2024
FRIDAY WRAP: Starbucks pivots on unions, Pornhub could regulate social media, the Business Roundtable is with Exxon, and Dr. Jones wins
Proxy CountdownFeb 29, 2024
The Big Vote at Hologic against the legacy of Icahn, plus Norfolk Southern’s gaslight
Business PantsFeb 27, 2024
BIZ NUGGETS: Boeing loses a wing, Wayfair’s “great” layoffs, Elon’s tunnel ooze, Toyota’s “unexpected movement”, and Norfolk’s “board”
Business PantsFeb 23, 2024
FRIDAY WRAP: Reddit’s dual class fake public IPO, Tesla can’t expand, Boeing’s “culture refresh”, and pork flavored everything
Proxy CountdownFeb 22, 2024
The Big Vote at Qualcomm, plus Zuckerberg’s new board toys, and the social media proxy wars at Disney
Business PantsFeb 21, 2024
WOKE WEDNESDAY: Reddit’s IPO, activist slate madness, and Norfolk Southern’s day of re-reckoning-ish
Business PantsFeb 16, 2024
FRIDAY WRAP: JPM, SSgA, and climate quitters, Disney’s board vs. unions, Ford’s CEO is a sore loser, and Delta pays employees
Business PantsFeb 15, 2024
WOKE WEDNESDAY: Tesla runs stuff over, Boeing’s bathroom math, and Voter (lack of) Choice at Blackrock
Proxy CountdownFeb 15, 2024
The Big Vote at Starbucks, plus female CEO hiring “spree” at Fortune 500, and results at Emerson and Tyson
Business PantsFeb 09, 2024
FRIDAY WRAP: Money and drugs at Tesla, NH doesn’t criminalize ESG, Exxon’s investors love a board that sues them, Southwest’s tiny butt seats
Proxy CountdownFeb 08, 2024
The Big Vote at Deere & Company, plus Arjuna vs. Exxon, duck proxy advice, and Nixon-era directors at O’Reilly Automotive
Business PantsFeb 07, 2024
WOKE WEDNESDAY: Governance risk abounds, Musk to “shut up, not step down”, Meta’s Oversight Board oversight, and Blackrock Sez
Business PantsFeb 05, 2024
MONDAY NUGGETS: Directors at Tesla used drugs too! Exxon keeps suing! Novo Nordisk’s surprise! AI gets an HR rep!
Business PantsFeb 02, 2024
FRIDAY WRAP: Musk’s poor now, woke-free beer is also governance free, Stuart Kirk loves governance, Meta investors celebrate child exploitation
Proxy CountdownFeb 01, 2024
The Big Vote at Siemens, plus Julie Robertson’s hire/firing and the Strive of Europe goes after BP
Business PantsJan 31, 2024
WOKE WEDNESDAY: Do we finally care about who’s on the board after they pay Elon Musk $55bn… and it’s rescinded?
Business PantsJan 29, 2024
MONDAY NUGGETS: Forget ESG! What is the point of ESG! Governance is hypocrisy! Also, TKO, Boeing, LVMH, OpenAI, Tesla’s governance problems…
Business PantsJan 26, 2024
FRIDAY WRAP: Exxon sues their owners, Florida bans social media, the Empty Chair at Starbucks, billionaire insider trading, and Dwayne Johnson wins
Proxy CountdownJan 26, 2024
The Big Vote at Apple, plus The Rock fills a chair, Starbucks’ empty chair, and vote results at Visa and Costco
Business PantsJan 25, 2024
Business Pants – 2024-01-25
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Business PantsJan 24, 2024
WOKE WEDNESDAY: Director of the week is an Empty Chair at Starbucks, plus revisiting Boeing’s “skills” matrix (not on there: door plugs)
Business PantsJan 22, 2024
BIZ NUGGETS: Board "takes seriously” ADM accounting probe, Boeing door plugs suck everywhere, Musk’s hostage situation, Dollar General’s DEI>growth?
Business PantsJan 19, 2024
FRIDAY WRAP: Musk’s ultimatum, the millionaire’s tax fund, NH criminalizes ESG, Meta does child sexual harassment super well
Proxy CountdownJan 18, 2024
The Big Vote at Tyson Foods, plus the end of a Facebook era, BP’s boring CEO pick, and Trian strategy vs. Disney strategy
Business PantsJan 17, 2024
WOKE WEDNESDAY: Tesla’s board held hostage, Boeing’s board sucks, Disney’s board slate omission, OpenAI’s board confusion
Business PantsJan 12, 2024
FRIDAY WRAP: Boeing’s teary CEO, St. Paul’s all-female city council, Bill Ackman’s plea for sympathy, Gen-Z missed COP, and SBUX “ethical” sourcing
Proxy CountdownJan 11, 2024
The Big Vote at Becton Dickinson, plus Starbucks board growth on the trade wire and investor policy votes at RingCentral
Business PantsJan 10, 2024
WOKE WEDNESDAY: Bill Ackman removed the I from DEI, and Boeing’s board gets a bro report
Business PantsJan 08, 2024
BIZ NUGGETS: Weekend roundup including Boeing’s missing airplane wall, Ackman’s soft logic, OpenAI admits to stealing, and ESG in Kentucky
Business PantsJan 05, 2024
2024 PREDICTION SHOW: AI Insurance, FedEx board turnover, Musk FIRES Linda Yaccarino, volcanic rock dust, unions, and Disney succession
Proxy CountdownJan 04, 2024
The Big Vote at Walgreens. Plus, more Disney board drama, CFOs pushed out, and vote roundups
Business PantsJan 03, 2024
WOKE WEDNESDAY: Bill Ackman’s DEI rant, Musk’s DEI rant, Harvard’s DEI board, and the idiocy of the anti-DEI movement
Business PantsDec 29, 2023
2023 PREDICTIONS? We sucked at them
Business PantsDec 24, 2023
CORPORATE THEATER HOLIDAY PLAY: The succession of Klaus Industries
Business PantsDec 22, 2023
Business Pants – 2023-12-22
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Business PantsDec 21, 2023
Business Pants – 2023-12-21
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Proxy CountdownDec 21, 2023
The Big Vote at Costco, plus bald men run Nikola, Petlz trolls Disney with board pick, lazy shareholders, and golden "hello again!" award season
Business PantsDec 20, 2023
WOKE WEDNESDAY: The 2023 Anti-Woke Awards Show
Business PantsDec 18, 2023
Business Pants – 2023-12-18
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Business PantsDec 15, 2023
FRIDAY WRAP: 2023 YEAR IN REVIEW... bigger a$$hole, Musk or investors? More exhausting, climate change or discrimination? Happier, labor strikes or royal family clauses? Plus, the winner of the year
Proxy CountdownDec 14, 2023
Netflix flips pay, ISS and GL confuse at Palo Alto, Microsoft AGM results, and The Big Vote at Visa
Business PantsDec 14, 2023
Business Pants – 2023-12-14
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Business PantsDec 13, 2023
WOKE WEDNESDAY NUGGETS: The Altman text chain! The COP28 nudge of the future! Elon Musking! Conservative Disney! And all the other nuggets...
Business PantsDec 08, 2023
FRIDAY WRAP: Greedflation works! Tesla blockades! COP28 attendees flew a looong way! Taco Bell's "stain resistant sheets"! Plus, Bill Ackman, STFU!
Business PantsDec 07, 2023
Business Pants – 2023-12-07
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Proxy CountdownDec 07, 2023
Disney, AIG, Arista board moves, proxy cage matches at Starbucks, Disney, Wendy's, and Autozone's game time vote picks
Business PantsDec 06, 2023
WOKE WEDNESDAY: Iger will "definitely" probably step down, Altman was not "candid", the GOP hates SBTi, ISS, and Glass Lewis, plus AT&T's political congruency
Business PantsDec 01, 2023
FRIDAY WRAP: Mungeer dies, Musk says "go eff yourself", the 2 year geothermal plant, State Street's "voter choice" gaslight, Monsanto's toxic lights
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Data as of Oct 14, 2026