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Below you'll find links to past email messages, in case you missed one, or if you'd like to refer back to them. Click on any email message below to go to the original message, with embedded links intact.
TAI sends email messages approximately weekly since January 2010.
You can find many of the resources referenced in these email messages at The Activist Investor website.
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- Don't Piss Off Sardar Biglari (3/1/2016)
- Or else he might come after you
- Fewer Proxy Contests in 2016?! (2/23/2016)
- Things are slowing down
- Shareholder Enragement Redux (2/17/2016)
- Let's write a white paper together...
- Starboard Innovates Again (2/9/2016)
- Consultants can lead to directors
- UPDATE: Filing a Form 13D Doesn’t Make Hudson Executive Capital an Activist Investor (2/2/2016)
- Form 13F doesn't either
- Filing a Form 13D Doesn’t Make Hudson Executive Capital an Activist Investor (1/19/2016)
- Credible threats do
- 2016 Preview (12/30/2015)
- Challenging Progress
- 2015 in Review (12/22/2015)
- Losing Battles, Winning Wars
- Thoughts on Metrics and Incentives (12/16/2015)
- Leave share repurchases out of it
- Open Letters - A Waste of Time? (12/9/2015)
- With entrenched companies, or if PMs don't escalate
- Buybacks, Capital Spending, and Layoffs (12/1/2015)
- New observations from sloppy thinking
- Marty Lipton's Favorite Academic Quack (11/17/2015)
- Yvan Allaire and IGOPP, scholarly pretenders
- What PMs Should Know about SEC SLB 14H (10/27/2015)
- New guidance on shareholder proposal exclusions
- BlackRock and the Pretense to Proxy Access (10/14/2015)
- Halfway measures
- Advance Notice, and Abuse Thereof (10/6/2015)
- A new resource guide with comments and suggestions
- What is Private Ordering? (9/29/2015)
- Leaving corp gov to shareholders and management, not regulators
- How Bill Ackman Works (9/15/2015)
- Started small, emphasized real estate angles
- The Business Judgment Rule (9/9/2015)
- Stupidity is not illegal, so Delaware makes it hard to sue for it
- Does Marty Lipton Even Read the Stuff He Writes, or Others Write for Him? (9/1/2015)
- A memo that insults investors, executives, and thoughtful observers everywhere
- Resources for Activist Investors (8/26/2015)
- Why Not a Bylaw Amendment? (8/18/2015)
- Better than a non-binding resolution
- When Activist Investors Collide (8/11/2015)
- More than one prompts fear, uncertainty, and doubt
- The New Pay Ratio Rules Are Here! (yawn) (8/6/2015)
- No big deal, since we don't see anything until 2018
- UPDATE: Guide to Activist Investing Information Sources (8/4/2015)
- How to Engage the BoD, and Get Results (7/28/2015)
- Say what you want, don't just ask questions
- How (Not) to Form a Group (7/21/2015)
- What does and does not lead to Form 13D filings
- How to Read Bylaws (7/14/2015)
- Focus on a few key sections of the contract with the company
- If Buybacks Boost CEO Pay Unfairly, Change CEO Pay (7/9/2015)
- Let's respond to the right problem.
- Current Academic Research on Activist Investing (7/7/2015)
- The New York Times Thinks Markets Can Drive ESG (7/2/2015)
- Companies do good when customers, not shareholders, demand it
- Long-Term Just Means Entrenched (6/30/2015)
- No difference between long- and short-term, so why do CEOs like long-term owners?
- The Singing Activist Investor (yes, really). (6/25/2015)
- Eric Rosenfeld of Crescendo Partners cut a CD
- How Use of Share Buyback Proceeds Refutes Short-Termism Claims (6/23/2015)
- Investors reallocate to speculative R&D
- “Valuing the Vote” - A Pension Fund Analyzes the Impact of Proxy Voting (6/16/2015)
- It increases returns, depending on who you support, and who wins
- Effective Activism - 2015 (6/9/2015)
- Updated analysis
- The Annual Proxy Advisor Slam-fest Slams Only Investors (6/2/2015)
- Curtailing proxy advisors really means curtailing shareholders
- Jamie Dimon on Proxy Advisors, Possibly Including His Own (5/28/2015)
- Chase CEO undermines his own PMs
- Thoughts on Big Institutional Investors and Activist Investing (5/26/2015)
- Asset managers are corporate, while pensions distrust activists
- UPDATE: A Shareholder Liaison Committee? Really? (5/21/2015)
- The company, and not a shareholder, pushed it
- What Activist Investors Can Learn from Trian and Dupont (5/19/2015)
- Seek undervalued companies with big problems, obvious solutions, and a concentrated, unhappy institutional investor base
- A Shareholder Liaison Committee? Really? (5/14/2015)
- Isn't that the Board of Directors?
- If You’re Waiting for ISS, It Might Be Too Late (5/5/2015)
- Proxy advisors matter only in close proxy contests, which investors should avoid anyway
- When Did US R&D Investment Become Investors’ Problem? (4/28/2015)
- Another reason to oppose Trian at DuPont?
- UPDATE: An Insightful Comment on How Nelson Peltz Works (4/23/2015)
- How Nelson Peltz Works (4/21/2015)
- Focus and prepare for a few huge projects
- More Games, Strategy Committees Now Play (4/16/2015)
- Other ways to thwart investors
- Marc Andreessen Reminds Us Activist Investors Will Always Have Stuff to Do (4/14/2015)
- Build a fortress around a company?
- Superb Biglari Holdings Analysis (4/9/2015)
- Shareholder Activism: Are You Prepared? (4/7/2015)
- PwC Wants to Assess You.
- Games Nominating Committees Play (3/31/2015)
- Job interview or BoD election?
- Mandatory BoD Retirement or Say-on-Directors? (3/24/2015)
- Say-on-directors, of course
- The Deal Professor Reveals His Opinion of Activist Investors (3/19/2015)
- He dislikes them.
- Who Has the Biggest Cash Hoard? 2015 Edition (3/17/2015)
- At GM, A Short-Lived Activist Project (3/12/2015)
- The parties settle for a smaller share repurchase and no BoD positions
- What's a Universal Proxy, and Why Does Nelson Peltz Care? (3/10/2015)
- A clever corp gov tactic
- Corporate Governance, The Icahn Way (3/3/2015)
- Targeted corp gov efforts add value
- Board Committees (2/24/2015)
- How and why they're important
- At GM, The Year’s Most Interesting Activist Project (2/17/2015)
- Shareholders want their cash, GM resists
- What Happens in Delaware, Doesn't Stay in Delaware (2/12/2015)
- Important decisions from 2014
- Apple Cash, Once Again (2/10/2015)
- What should it do with $100 billion?
- How Activists Collaborate (and Settle), Continued (2/5/2015)
- Two activists and a company illustrate
- Why Oh Why Can't We Have a Better Press Corps? (2/3/2015)
- WSJ, NYT hit pieces on activist investing
- The New CEO Activist Hedge Fund Makes No Sense (1/27/2015)
- How can an activist make money without really acting?
- Shareholder Enragement, Continued (1/22/2015)
- How companies "engage" shareholders, from 2015 proxy materials
- Does Marty Lipton Even Read the Stuff He Sends to Clients? (1/20/2015)
- A think tank report with more than meets the eye
- What Did An SEC Commissioner Just Do For Classified Boards? (1/13/2015)
- Implications for shareholder proposals, too
- Letter to New York Times writer Gretchen Morgenson on proxy access at Whole Foods (1/8/2015)
- What Did Whole Foods (and the SEC) Just Do to Proxy Access? (1/6/2015)
- Cleverly dodging a shareholder proposal
- 2015 Preview - Try to Top This! (12/30/2014)
- What to expect in 2015
- 2014 in Review - Where to Begin? (12/23/2014)
- All told, a very good year
- How Carl Icahn Works (12/16/2014)
- Novel activist investing strategies
- The Coming Battle in Delaware (12/11/2014)
- Judiciary v. Legislature on fee-shifting bylaws
- Is Activist Investing Just a Fad? (12/9/2014)
- We think not (surprise!).
- Finally, an Exec Comp Study for Investors (12/4/2014)
- IRRCi uses corp fin and econ well
- Attorneys for Activist Investors (12/2/2014)
- When and who to retain
- Activism in the Media (11/25/2014)
- Old and new media reporters who cover activist investing
- How Activists Collaborate (11/18/2014)
- A promote agreement with interesting detail
- The Proxy Access Project We Need (11/11/2014)
- Pension funds propose access at 75 companies for 2015 vote
- Read the Contract Before You Buy - Consent to Sue? (11/6/2014)
- A new bylaw idea to limit litigation
- Current Academic Research on Activist Investing (11/4/2014)
- Read the Contract Before You Buy (10/28/2014)
- Delaware allows corporations to change bylaws for the worse
- Apple's Cash, a Further Accounting (10/21/2014)
- Affording the Icahn proposal
- Does Corporate Law Require Shareholder Primacy? (10/14/2014)
- Does it matter?
- Finding BoD Candidates (10/7/2014)
- PMs over CEOs
- Annals of Investor Relations: Selective (Email) Disclosure at Conmed (9/30/2014)
- How a company makes a shareholder look bad
- Effective Activism - 2014 (9/23/2014)
- Update on the earlier analysis of how activist investing need not cost a lot
- The BoD Comp Bylaw (9/16/2014)
- A way to overcome agency costs in director compensation
- Do BSPs Solve the AP of the BoD? (9/9/2014)
- Applying agency theory to the problem
- The Agency Problems of the Board of Directors (9/3/2014)
- Using agency theory to understand investor, director, and executive conflicts
- How Three-and-a-Half Priorities Have Done in 2014 (8/26/2014)
- Corp gov proposals in the current year
- The Deal Professor's GPA Plummets (8/21/2014)
- Sloppy or biased reporting on shareholder proposals
- Proxy Advisors Do Care About Companies! (8/19/2014)
- ISS, Glass Lewis Solicit Corporate Information
- A 'C' for the Deal Professor (8/14/2014)
- Clever or necessary tactics at Allergan?
- A Very Special Shareholder Meeting at Allergan (8/12/2014)
- Barriers to shareholder engagement, and efforts to topple them
- Activist Investing White Papers - Archive (8/7/2014)
- A useful archive of activist investor presentations
- Small Cap Activist Investing (8/5/2014)
- Superior returns, with some pros and cons
- An Interesting Kind of Proxy Settlement (7/29/2014)
- Investors and management work to find a BoD nominee
- Guide to Activist Investing Information Sources (7/22/2014)
- Useful data and document services
- Activist Investing Resources (7/10/2014)
- Strategies, tactics, tools, and guides
- SEC Sort of Finally Regulates Proxy Advisors, Maybe (7/8/2014)
- New guidelines for PMs and proxy advisors
- Appraisal Rights (7/1/2014)
- How they work and how much they increase deal value
- The SEC Likes Nonbinding Proposals, Too (6/26/2014)
- Encouraging executives to take them seriously
- Another Good Way to Tell the BoD What You Think (6/24/2014)
- Investors should join iiWisdom
- A Taxonomy of Activist Investing Strategies (6/17/2014)
- Operational, financial, and governance
- What Is Constructivist Investing? (6/10/2014)
- Explanation of a popular current style
- A Shareholder "Get Together" Is Actually Still On (6/5/2014)
- It's a special shareholder meeting now
- Who Has the Biggest Cash Hoard? (6/3/2014)
- 2014 Edition
- Annals of Investor Relations - What CEOs Really Think of Investors (5/27/2014)
- Allergan's view of shareholders
- Rethinking the CEO - BoD Chair Thing... (5/22/2014)
- Conflicts at Allergan
- What PMs Should Know About the Sotheby's Poison Pill Case (5/20/2014)
- How the litigation hurts investors
- A Shareholder "Get Together" (5/15/2014)
- The proposed vote at Allergan
- What We Talk About When We Talk About Settling Proxy Contests (5/13/2014)
- What goes into settlement agreements
- Effective Activism, on the Cheap - Activist Status (5/8/2014)
- What's happened since 2013
- Tweeting and Posting and the SEC (5/6/2014)
- Social media regulations
- Best. Board. Around. (Mostly.) (4/29/2014)
- Valeant's BoD
- Apple's Cash, an Update (4/24/2014)
- Based on their most recent quarter
- Activist Investing White Papers (4/22/2014)
- Thoughts about how they should work
- So, Now Icahn Abandons eBay... (4/15/2014)
- Why he changed his mind
- The Latest at Darden, and Why We Should Care (4/10/2014)
- Starboard and Barington up the ante
- How To Invest In Activist Situations (4/8/2014)
- Funds, fund-of-funds, and mutual funds
- UPDATE: Investors Paying Directors? Have At It. (4/3/2014)
- ISS and CII weigh in
- Shareholder Enragement (4/1/2014)
- Proposals for shareholder communication
- Two Important Poison Pill Developments (3/27/2014)
- At Sotheby's and in a law journal
- A Reminder of How Far We Have to Go (3/25/2014)
- Disney shows us
- The One Thing an Activist Investor Must Do Well (3/18/2014)
- Engage Other Investors
- Governance in Silicon Valley (3/11/2014)
- What eBay shows us
- What Just Happened at the AAPL Annual Meeting? (3/4/2014)
- Does Tim Cook care about ROI?
- Starboard Bothers with Nonbinding Proposals, Too (2/27/2014)
- Just like Carl Icahn
- How Much Stock Should an Activist Investor Own? (2/25/2014)
- Less than you think
- Majority Voting Instead of No Poison Pill or Declassified BoDs? Really? (2/20/2014)
- Follow-up on priorities
- Investors’ Only Two-and-a-Half “Key Governance Priorities for 2014” (2/18/2014)
- Not majority voting
- Apple’s Cash, An Accounting (2/11/2014)
- By the numbers.
- Herbalife May Be a Great Trade, But It’s Not an Activist Investment (2/4/2014)
- Some definitional clarity
- Why Does Carl Icahn Bother with Nonbinding Proposals? (1/28/2014)
- They help change a company
- Proxy Access Plods Along (1/21/2014)
- Few successes, slow progress
- Delaware Decisions in 2013 (1/14/2014)
- Notable decisions in 2013
- Resources for 2014 (1/7/2014)
- Papers, guides, bibliography, and more.
- 2014 Preview (1/2/2014)
- Activism Ascendant
- 2013 in Review (12/24/2013)
- A “Golden Age”?
- How the Proxy Advisory Services Roundtable Should Have Gone (12/17/2013)
- An imagined revision
- What Investors Should Know About the Shareholder Rights Project (12/10/2013)
- It declassified BoDs
- Investors Paying Directors? (12/3/2013)
- Have at it.
- An Activist Investing Toolkit (11/25/2013)
- What’s So Special About Special Meetings? (11/19/2013)
- A resource and guide
- Are Directors and Executives Really This Obtuse? (11/12/2013)
- Role playing? Really?!
- Pay Ratio Shame (11/5/2013)
- Implementing the new SEC regs
- Tim Cook’s W-2 (10/22/2013)
- Exec comp definitions
- Effective Activism, on the Cheap (10/15/2013)
- 2013 Update
- Who Has the Biggest Cash Hoard? (10/8/2013)
- 2013 Edition
- Current Academic Research on Activist Investing - Update (10/3/2013)
- What’s the CII? (10/1/2013)
- What investors need to know about the governance advocacy group
- Consent Solicitations (9/24/2013)
- Director Elections Without an Annual Meeting
- Current Academic Research on Activist Investing (9/19/2013)
- The Seven Biggest Corporate Flunkies (9/19/2013)
- Toadies, puppets, stooges...
- The WSJ Still Thinks Exec Comp Works Well (9/19/2013)
- Further misinterpretation of exec comp analysis
- How to Monitor Activist Investing - Update (3/19/2013)
- Important Questions about Corporations and the Attorneys Who Carry Their Water (3/11/2013)
- Response to a corporate attorney
- Resources for 2013 (1/15/2013)
- Papers, guides, bibliography, and more.
- Delaware Decisions in 2012 (1/8/2013)
- Notable decisions in 2011
- 2013 Preview (1/3/2013)
- Wait ‘til Next Year?
- 2012 in Review - Started Out Slow, But Then... (12/27/2012)
- Started Out Slow, But Then...
- Activism at Closed-End Funds (10/23/2012)
- A guide
- Current Academic Research on Activist Investing (9/25/2012)
- Fun With Exempt Proxy Solicitations (9/12/2012)
- Resource guide
- Effective Activism, on the Cheap - Update (8/22/2012)
- Lynn Stout Should Spend More Time With Economists (8/15/2012)
- She misses the boat on shareholder value
- "Dealing With Activist Hedge Funds" (8/9/2012)
- How one corporate lawyer advises companies
- Charles Nathan Should Spend More Time With Investors (7/31/2012)
- One observer thinks he knows investors
- Corporations are Peepul! (7/25/2012)
- The silliness of corporate personhood
- Wither Clawbacks? (7/18/2012)
- How Sacred is Exec Comp?
- BoD Chair or Lead Director - Who Really Cares? (7/10/2012)
- Not serious investors
- UPDATE: Troubling Proxy Access Trends (7/3/2012)
- Plurality and Majority Voting - Who Really Cares? (6/19/2012)
- Not serious investors
- Case Study: InfuSystem Holdings (6/13/2012)
- What Investors Need to Know about the JOBS Act (6/6/2012)
- Actually, WSJ Reports the Wrong Statistics on CEO Pay (5/29/2012)
- Analysis still doesn't match
- WSJ Abuses Statistics on CEO Pay (5/22/2012)
- Analysis doesn't match the headline and copy
- Shareholder Empowerment or Say-on-Directors? (5/16/2012)
- What would investors prefer?
- Investors, Talk Amongst Yourselves (5/8/2012)
- Communicating with shareholders
- UPDATE: Websites of Activist Investors (5/2/2012)
- The Significance of the Citigroup Vote (4/24/2012)
- Losing Say-on-Pay
- UPDATE: Why Would Anyone Buy FB? (4/19/2012)
- Ignoring shareholders even more
- Websites of Activist Investors (4/17/2012)
- Disagree with Nell Minow? Sure. (4/3/2012)
- What are the top investor priorities?
- UPDATE: Troubling Proxy Access Trends (3/27/2012)
- Now, Who Has the Biggest Cash Hoard? (3/20/2012)
- Updated list of the top 10 companies
- Why Companies Oppose Proxy Access (3/6/2012)
- It's a real threat
- This Is What’s Wrong With Corporations Today (2/29/2012)
- Agency costs of corporate philanthropy
- Why Would Anyone Buy FB? (2/21/2012)
- And wait in line and pay a premium?
- The Real Source of Activist Positive Returns? (2/15/2012)
- Voting power analysis
- Exit, Voice, and Loyalty (2/8/2012)
- How the classic book applies to activist investing
- UPDATE: Troubling proxy access trends (2/2/2012)
- Troubling proxy access trends (1/31/2012)
- Resources for 2012 (1/24/2012)
- Papers, guides, bibliography, and more.
- What Do Investors Really Want? (1/19/2012)
- Article in The Corporate Board
- Delaware Decisions in 2011 (1/17/2012)
- Notable decisions in 2011
- 2012 Preview (1/11/2012)
- A Quiet(er) Year?
- 2011 in Review (12/23/2011)
- A Sliver Lining Somewhere?
- So, Why Do Corporations Receive Shareholder Proposals? (12/13/2011)
- A corporate lawyer misunderstands
- Proxy Access Bylaw Amendment or Shareholder Resolution? (12/7/2011)
- How to decide
- ISS Releases 2012 Proxy Voting Policies (11/29/2011)
- So Now What?
- MORE on The Folly of Socially Responsible Activist Investing (11/16/2011)
- The Folly of Socially Responsible Activist Investing (11/8/2011)
- Looking Under the Hood (10/25/2011)
- Demands to Inspect Books and Records
- Updated SEC Shareholder Proposal Rules (10/20/2011)
- No Big Deal, But Some New Twists
- A 12-Step Program to Truly Entrenching Corporate Governance (10/11/2011)
- A response to a typical slam at investor efforts to defend their interests.
- Useful Resources for Activist Investors (10/4/2011)
- The Hard Governance Questions (9/20/2011)
- After dispelling the trivial debates, a number of big questions remain.
- Proxy Access Opportunities Start Now (9/15/2011)
- Governance is Easy! (9/7/2011)
- Cutting through the trivial debates.
- How Would Private Ordering Really Look? (8/30/2011)
- Corporate lackeys should be careful what they wish for.
- DisneyWar (8/23/2011)
- One of the better books we've read on activist investing and corporate governance.
- Actually, Proxy Access is Not Really Dead (8/10/2011)
- How to design your own proxy access rules.
- The Pure BS of the Proxy Costs Case (8/2/2011)
- Companies spend money on proxy contests because they choose to, not because regulations require them to.
- Next Moves on Proxy Access (7/26/2011)
- After the DC Appellate Court Decision...
- An Investor Cheer for Corporate Political Speech (7/19/2011)
- What should investors think about this?
- Say-on-Pay or Say-on-Directors (6/15/2011)
- Is there any doubt which one investors would prefer?
- Say-on-Pay - Answers from Activist Investors (6/8/2011)
- A Response to Marty Lipton
- Institutional Investor: Dividend or buyback? (6/1/2011)
- The Activist Investor: Who Cares? Bring it On!
- Annals of Investor Relations (5/25/2011)
- The CEO Who Says What Others Only Think
- ProxyMonitor.org is a Useful Resource... (5/17/2011)
- ...but why does it exist?
- A Fifth Analyst Call? (5/10/2011)
- What, aren't four per year enough?
- Wachtell (of course) Proposes Changes to 13D Rules (5/3/2011)
- Who else would do this?
- Academic Research on Activist Investing (4/28/2011)
- Updated listing of relevant papers.
- Activist Investing Project: Comarco, Inc. (4/27/2011)
- Michael Levin elected Chairman of Comarco
- Proxy Advisors - Tips and Checklist (3/31/2011)
- Guide to presenting to proxy advisors.
- Warren Buffett on Corporate Hedging (3/29/2011)
- He doesn't really support it.
- Who Has the Biggest Cash Hoard? (3/16/2011)
- US companies with the largest cash balances
- Corporate Cash Hoarding and the Great Recession (3/8/2011)
- Further discussion of corporate cash reserves
- "The Myth of Corporate Cash Hoarding" (3/1/2011)
- A rebuttal to the Wall Street Journal op-ed
- St. Joe and (Bruce) the Dragon, cont'd (3/2/2011)
- This proxy battle *had* everything...
- St. Joe and (Bruce) the Dragon (2/16/2011)
- This proxy battle has got everything...
- Retaining a Proxy Solicitor (2/24/2011)
- Tips and checklist for 2011
- Poison Pills (2/23/2011)
- My, how they have grown!
- What (and When) do Investors Need to Disclose? (2/8/2011)
- Thresholds for disclosure and other requirements
- The Latest on Proxy Access (1/25/2011)
- Legal briefs and analysis
- Tips for Voting on Exec Comp (1/19/2011)
- Blog post with ideas and suggestions
- What Happens in Delaware, Doesn't Stay in Delaware (1/11/2011)
- Notable decisions in 2010
- Activist Investing Resources for 2011 (1/6/2011)
- Papers, guides, bibliography, and more.
- Activist Investing in 2011 (1/4/2011)
- Some small worries
- Activist Investing in 2010 (12/28/2010)
- A pretty good year
- The Activist Investor Conference (12/13/2010)
- January 27-28, 2011 in New York City
- Guide to Exec Comp, The Complete Package (12/15/2010)
- Compilation of previous posts and email messages
- Guide to Exec Comp, Part IV: The Most Important Part (12/7/2010)
- Disclosure of asset manager exec comp votes
- Guide to Exec Comp, Part III: Other Stuff (12/2/2010)
- Disclosures, clawback, and independence requirements
- Guide to Exec Comp, Part II: The Three Votes (11/30/2010)
- Say-on-pay, say-on-frequency, and say-on-severance
- Guide to Exec Comp, Part I: Overview (11/17/2010)
- Say-on-pay and other compensation issues from Dodd-Frank
- Canary at the Annual Meeting (11/23/2010)
- The value of advisory votes
- The Race to the Bottom on Private Ordering (11/11/2010)
- Superb blog post on how companies respond to private ordering opportunities
- Academic Research on Activist Investing - Update (11/10/2010)
- More recent research on the returns to activism
- The Activist Investor in The Motley Fool (11/4/2010)
- Interview with TMF about activist investing
- A Better Way to Count Votes (11/2/2010)
- Research on analyzing the relative power of different voting blocks in corporate elections
- Proxy adviser controversy update (10/28/2010)
- Further discussion of the power and impact of proxy advisors
- Power of Proxy Advisors (10/12/2010)
- Barnes & Noble proxy fight illustrates limits of proxy advisor power
- Challenge to Proxy Access (10/5/2010)
- Corporate interests sue to halt implementation of proxy access rules
- e-Meetings (9/28/2010)
- Not Just For Governance Nerds Anymore
- In Defense of Proxy Advisors (9/22/2010)
- Analyzing criticism of their independence and competence.
- Effective Activism, on the Cheap (9/14/2010)
- Investment research on how to improve the odds of activism at lower cost.
- Activist Investor Resources (9/7/2010)
- Summary of TAI website resources for activist investors.
- Proxy Access for Activist (and Other) Investors (8/31/2010)
- Explanation and comment on the recent SEC rules.
- Annals of Investor Relations (8/25/2010)
- Hiding the conference call number
- The Microsoft Solution - update (8/24/2010)
- Update on the earlier WSJ article, in which activist investor Ironfire Capital submits a proposal to Microsoft to boost the dividend.
- Business Week, Compliance Week, Institutional Investor articles (8/19/2010)
- Interesting articles highlighting implications for activist investors of the Dodd-Frank Act
- Rodding Out the (Proxy) Plumbing (8/10/2010)
- Explanation and discussion of the recent SEC Concept Release
- Dodd-Frank and Activist Investors (8/2/2010)
- What investors need to do now that DFA is law.
- The Microsoft Solution (7/28/2010)
- WSJ article from July 27, 2010
- Academic Research on Activist Investing (7/20/2010)
- Recent research shows material returns to activism
- TAI blog - Director Collegiality, Communication, Independence (7/13/2010)
- Recent blog posts on factors influencing director independence
- Federal Governance Reforms - Dodd-Frank Act (7/1/2010)
- What activist investors need to know
- Case Study: United American Healthcare (6/24/2010)
- First in a series of activist investing case studies
- Update on Federal Governance Reforms (6/17/2010)
- White House Weakens Dodd Bill
- A Concise Guide to Activist Investing (6/15/2010)
- White paper on shareholder activism
- Interview - The Corporate Board (5/27/2010)
- Michael Levin interview in March/April 2010 issue
- Activist Investing Roundtable transcript (5/18/2010)
- Transcript of the April 9, 2010 national roundtable discussion
- TAI Blog (3/14/2010)
- Blog description and RSS feed subscription link
- Activists on the Hunt (3/12/2010)
- New York Times article from March 11, 2010
- LinkedIn Group (3/10/2010)
- TAI Group on LinkedIn, including discussions and news feeds
- Useful Links (2/7/2010)
- Edited list of activist websites, newsletters, regulatory databases, and other resources
- Legislative and Regulatory Update - January 2010 (1/31/2010)
- Summary of significant legislative and regulatory initiatives
- Announcement - The Activist Investor (1/23/2010)
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