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🎙 Shows

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

Current shows (44)🔍 Search the archives (36)Everything (80)
The archives are every episode older than two years — most were never published in a feed. They are fully searchable; listening needs a free account.
All shows Business Pants (655) Proxy Countdown (80) Shareholder Primacy (75)

Proxy Countdown — the archives — over two years old (36)

Proxy CountdownOct 25, 2024
How much should a director get paid? Lam Research, plus WiseTech’s board capture and Southwest’s board shakeup
Proxy CountdownOct 17, 2024
Is Parker Hannifin the most parochial board ever? Also, Pfizer’s activist “defense” and Champions Oncology’s superstar
Proxy CountdownOct 11, 2024
How should we evaluate board skills quiz, plus Pfizer and Air Products activists, and Zoom’s happy CFO
Proxy CountdownSep 30, 2024
The Big Vote at P&G, plus Commerzbank’s glass cliff, Elliott vs. Southwest, Masimo’s loss, and ConAgra’s oops
Proxy CountdownSep 20, 2024
The Big Vote at FedEx (the Fred Smith show), plus 23andMe is now just me, and shakeups at Nike
Proxy CountdownSep 13, 2024
The Big Vote at Darden, plus Starboard shakes Southwest, Norfolk Southern’s CEO problem, and a board draft
Proxy CountdownSep 05, 2024
The Big Vote at General Mills, plus Starbucks poaches a burrito and Intel is pre-activist concerned
Proxy CountdownAug 08, 2024
Proxy Season Preview: Board knowledge and skill votes, plus board appointment fails, fake CEOs, and activist updates
Proxy CountdownAug 01, 2024
2023-24 PROXY AWARDS, including best performing director, best proxy match, and board you want a beer with
Proxy CountdownJul 18, 2024
Top and bottom director performance, plus Southwest’s proxy fight and director perks
Proxy CountdownJun 27, 2024
The Big Vote at Snowflake, plus Tyson gets replaced, a zombie at Veeva, and declassifying wins
Proxy CountdownJun 13, 2024
The Big Vote at Delta Airlines, plus Musk’s vote “leak”, and Eli Lily and Alphabet’s CFO trade
Proxy CountdownJun 06, 2024
The Big Vote at Target, plus Musk’s blackmail, investors not named Mark, and director trade-ups
Proxy CountdownMay 30, 2024
The BIG Vote at Tesla, plus investors keep forgetting who sets pay and Crown Castle’s proxy win
Proxy CountdownMay 22, 2024
The Big Vote at Meta, or how to deal with dictators, plus updates from Exxon and Tesla
Proxy CountdownMay 16, 2024
The Big Vote at Chevron, Exxon, and Shell, plus a big AGM roundup
Proxy CountdownMay 02, 2024
How to use data for the height of proxy season, plus Paramount and Norfolk updates
Proxy CountdownApr 25, 2024
The Big Vote at Norfolk Southern, plus Exxon’s shareholder fight and Keurig’s CEO ping pong
Proxy CountdownApr 18, 2024
The Big Vote at Abbott Laboratories, plus Tesla’s shareholder litmus test and the Free Float bump at Disney
Proxy CountdownApr 04, 2024
The Big Vote at Airbus, plus Peltz loses and Calhoun walks from Caterpillar
Proxy CountdownMar 29, 2024
The Big Vote at Carnival, plus why a “shakeup” at Disney doesn’t mean Peltz
Proxy CountdownMar 21, 2024
The Big Vote at McCormick, plus Disney vs. ISS and Glass Lewis, and say goodbye to a longtime underperforming director
Proxy CountdownMar 14, 2024
The BIG vote at DISNEY, plus boomerang at Under Armour, “board observer” at LKQ, and Sonos’ vote against CEO
Proxy CountdownMar 07, 2024
The Big Vote at Analog Devices, plus Trian’s Disney white paper and JB Hunt’s unorthodox new board roles
Proxy CountdownFeb 29, 2024
The Big Vote at Hologic against the legacy of Icahn, plus Norfolk Southern’s gaslight
Proxy CountdownFeb 22, 2024
The Big Vote at Qualcomm, plus Zuckerberg’s new board toys, and the social media proxy wars at Disney
Proxy CountdownFeb 15, 2024
The Big Vote at Starbucks, plus female CEO hiring “spree” at Fortune 500, and results at Emerson and Tyson
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
Proxy CountdownFeb 01, 2024
The Big Vote at Siemens, plus Julie Robertson’s hire/firing and the Strive of Europe goes after BP
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
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
Proxy CountdownJan 11, 2024
The Big Vote at Becton Dickinson, plus Starbucks board growth on the trade wire and investor policy votes at RingCentral
Proxy CountdownJan 04, 2024
The Big Vote at Walgreens. Plus, more Disney board drama, CFOs pushed out, and vote roundups
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
Proxy CountdownDec 14, 2023
Netflix flips pay, ISS and GL confuse at Palo Alto, Microsoft AGM results, and The Big Vote at Visa
Proxy CountdownDec 07, 2023
Disney, AIG, Arista board moves, proxy cage matches at Starbucks, Disney, Wendy's, and Autozone's game time vote picks
Data as of Oct 14, 2026