Majority Voting Instead of No Poison Pill or Declassified BoDs? Really?

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Majority Voting Instead of No Poison Pill or Declassified BoDs?

Really?

It seems that the blog post from earlier this week prompted some spirited discussion, or at least as spirited it gets around wonky corp gov subjects:

@Lawndale1: Key 2-3 #corpgov reforms that shareholders want/need; rest r frosting
@nminow: Disagree -- majority vote disclosure of political expenditures are the most impt.

...with more where that came from.

We put together some evidence on this subject, in a subsequent blog post.

Previous blog posts

Apple's Cash, an Accounting (February 11, 2014)

Herbalife May Be a Great Trade, But It's Not an Activist Investment (February 4, 2014)

Why Does Carl Icahn Bother With Nonbinding Proposals? (January 28, 2014)

Proxy Access Plods Along (January 21, 2014)

You can find other useful resources at the TAI website, including our research on "Effective Activism, on the Cheap", our white paper with the basics on activist investing, and our new guides on exempt solicitation, consent solicitation, and special shareholder meetings.

For further information, or to discuss a specific turnaround situation, please contact:

Michael R. Levin
m.levin@theactivistinvestor.com
847.830.1479