2026 Predictions with Matt Moscardi + Damion Rallis of the Proxy Countdown podcast Podcast Episode · Shareholder Primacy · 12/17/2025 · 1h 3m

A very special Shareholder Primacy podcast! Me and @activistinvestor.bsky.social close out the year with a crossover episode with our sister pod, Proxy Countdown, featuring Matt Moscardi and Damion Rallis of @freefloat.bsky.social.

Here at Apple:

podcasts.apple.com/us/podcast/2...

Issue 19 — Free Float LLC

This is awesome. Matt Moscardi and @freefloat.bsky.social ran the numbers and found that companies dismantling their DEI programs in response to the Trump Admin have boards with more political connections - and also lower measures of shareholder value, like TSR.

www.freefloat.llc/boardroom-th...

Writing Doom – Award-Winning Short Film on Superintelligence (2024) YouTube video by Foregone Films

Fabulous 30 min. www.youtube.com/watch?v=xfMQ...

We’re in the middle of a free speech trade - capital is deciding how much it’s worth. That makes free speech more transactional than ever. Virtue signaling will either have to turn to just virtue without signaling or free speech will stay for sale to the highest bidder.

Saudi Comedy Festival Controversy, Threads' Major Milestone, and Trump's Movie Tariff Podcast Episode · Pivot · 09/30/2025 · 1h 9m

@profgalloway.com and @karaswisher.bsky.social have great convo on free speech and Saudi comedy festival. Capitalism is the arbiter of free speech - purists of free speech don’t exist? podcasts.apple.com/us/podcast/p...

The rise of the bro-co-CEO | Fortune Three companies—Spotify, Oracle, and Comcast—just named co-CEOs. They are all men, part of a decades-long trend.

fortune.com/2025/10/01/s...

White Men Make a Comeback in America’s Boardrooms Boards are seeking executives with C-suite experience to help navigate economic and political turmoil.

The alternative #democracy matters as much as the federal democracy - and this is where we're headed:
www.bloomberg.com/news/article...

I forgot the A in MAGA was “Argentina”. Acronyms are hard.

Michelob Ultra overtakes Modelo Especial as best-selling beer in the U.S. Two years ago, Modelo unseated Bud Light after the Anheuser-Busch beer held the top spot for more than two decades.

The #MAGA #antiwoke really stuck it to #budweiser with the whole Dylan Mulvaney thing... companies will think twice or get boycotted! Oh, what? They didn't know the same company owned #michelob?? Seriously? #governancematters www.cnbc.com/2025/09/22/m...

see if you can spot the pattern in the #billionaire wisdom from the headlines last week - they're like fiefdom fortune cookies:

The Mispronunciation Trade will be big this year...

They made it to “E” in the “release documents” department… Epstein can’t be far!

Kenvue is a target because Trump can’t say acetaminophen, billionaires want you to shut up and work, and more Disney

open.spotify.com/episode/4205...

Kenvue and Kenvue's board could (probably?) sue Trump since it's not TYLENOL that would be "linked to autism", it's acetaminophen, the actual drug... the company stock plummeted because Trump couldn't pronounce the drug name, right? Isn't that a shareholder class action lawsuit waiting to happen?

The suit is filed by index investors and the mitigating factor is time, yeah? They own the long term social or political externality? The average director tenure is 7 years - everything except this decision is long term - maybe the suit if it goes to discovery can open the tension of long vs short

Panic at the Discovery?

The point of cancelling Disney+ wasn’t to watch Jimmy Kimmel. It was to reject censorship. Continue your life without Disney or broadcast TV or phones, they can’t censor your BBQ with friends

I mean, at some point....

A Charlie Kirk Poster Reignites Debate Over When Businesses Can Refuse Service When an ardent young conservative placed his order at Office Depot, the resulting spat ended with a free print and fired workers.

The Supreme Court left out the part where you could discriminate against JUST gays, Pam Bondi just correcting the mistake... right? www.wsj.com/business/cha...

Got our meeting notice - we can vote against trillionaires! Declassify the board! These votes matter as much as federal democracy - Prof @sarahhaan.bsky.social points out corp democracy tricks filter over. Use your rights while you have them.

Did you know? Derica Rice, Disney board member, has now presided over Disney capitulating to coercion on Jimmy Kimmel AND coercion from Robby Starbuck on DEI on the Target board! A twofer! Still has a job on the boards!

Jolene.E.Negre@disney.com is the official email from SEC filings of Disney for the Deputy General Counsel – Securities Regulation, Governance & Secretary overseeing corporate governance. Buy a share of stock, email the Deputy Counsel and say "if you bend, we vote out the board"

The new 'zine is out. Get it by putting your email in the free data slot here: www.freefloatanalytics.com.

Everything's fine at Disney. Just fine.

Charlie Kirk, Redeemed: A Political Class Finds Its Lost Cause By ignoring the rhetoric and actions of the Turning Point USA founder, pundits and politicians are sanitizing his legacy.

Coates at his best. www.vanityfair.com/news/story/c...

Charlie Kirk corporate censorship, cutting back earnings reporting, Exxon buys its votes

There are actions items for Disney yanking Kimmel - you can elect a new board. open.spotify.com/episode/6egq...

Algorithmic autocracy: the act of suppressing dissent via algorithm in order to secure regulatory advantages, government contracts, or avoid scrutiny. Microsoft and Alphabet are aiding and abetting autocracy. From RAND nearly 20 years ago. www.rand.org/content/dam/...

Bob Iger got it right suspending Jimmy Kimmel: It’s what Walt would have done | Fortune He refused to apologize. Guaranteed First Amendment legal rights are different from a private enterprise exercising editorial judgment.

@jeffsonnenfeld.bsky.social's full throated defense of "fearless" Bob Iger is so gross - and calling @karaswisher.bsky.social "misguided"? Nexstar almost bought ABC in 2023, this is pure trade math: cash for political expediency. Swisher is right. As usual. fortune.com/2025/09/18/b...

Jon Stewart's Post-Kimmel Primer on Free Speech in the Glorious Trump Era | The Daily Show YouTube video by The Daily Show

www.youtube.com/watch?v=_GXN...