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46 analyses · People & ControlFounder Doctrine
Twitter's board gave Dorsey a growth target and 20 months later sold to Musk instead
Twitter
Carl Icahn ran a McDonald's proxy fight on 200 shares — and lost 490 million to 9 million
McDonald's
Canadian Pacific's board quit hours before the 2012 vote it never let happen
Canadian Pacific Railway
P&G Beat Nelson Peltz at the Ballot Box, Then Added Two Seats to Give Him One
Procter & Gamble
Microsoft raised its Yahoo bid to $33 a share in 2008 — and it was Microsoft that walked
Yahoo
Shareholders Threw Out All 12 of Darden's Directors — After the Red Lobster Sale Was Already Done
Darden Restaurants
DuPont beat Trian's proxy fight in May 2015 — and replaced its CEO five months later
DuPont
Disney crushed Peltz 94% to 31% — then ran his governance playbook within six months
Disney
Tesla Built a Legal Machine to Keep One Man in Control. In 2025, It Started Costing Them.
Tesla
An Investor With 0.02% Took Three Exxon Board Seats. The Math Is the Whole Story.
The Activist-Investor Era
How a $900M Google Deal Flooded MySpace With Ads and Emptied It of Users
MySpace
Nordstrom's Family Offered $50 and Got Told No. Seven Years Later They Won at $24.25.
Nordstrom
Hermès Answered LVMH's Secret 23% Stake With H51 — 50.2% Locked Shut for Two Decades
Hermes
Porsche Almost Swallowed a Company 15 Times Its Size. Then the Trade Ate Porsche.
Porsche
How Michael Dell Won His Buyout: A Rewritten Voting Standard and $350M More on the Table
Dell
Johann Rupert Holds 10% of Richemont's Equity and 51% of the Vote — by Constitutional Design
Richemont
Rupert Murdoch Couldn't Buy Control From the Grave. So He Bought His Children Out Instead.
Fox
WeWork Gave Adam Neumann 20 Votes a Share — Then Markets Priced What Buying Him Out Costs
WeWork
Hershey Can't Be Sold Without an Orphan School's Permission. That's by Design.
Hershey
Tim Sweeney Controls Epic Games by a Margin That Shrinks Every Time He Raises Money
Epic Games
Universal's Bad-Faith Donkey Kong Lawsuit in 1982 Taught Nintendo What IP Law Can Do
Nintendo
What Survived Steve Jobs at Apple: A Closed System That Makes Discipline Structural
Apple
Eddie Lampert's $1.9B in Fees Left Him Up $1.4 Billion as Sears Died
Sears
A $4.425 Billion Buyback and a Charity Handoff Keep Bloomberg Permanently Private
Bloomberg
LVMH's Succession Contest Is a Leash: Arnault Can Hold the Top Job Until Age 85
LVMH
How Marvel Funded Its First Films: A $525M Loan It Could Afford to Lose
Marvel
Why Buffett Loves GEICO: Underwriting Discipline That Makes Capital Nearly Free
Geico
Berkshire Runs 392,400 Employees From a 27-Person Headquarters — Now Abel Inherits the Math
Berkshire Hathaway
Musk Closed the Twitter Deal at the Full $54.20 — Days Before His Own Deposition
Musk-Twitter
Ryan Cohen Cut GameStop to a $422M Profit as Revenue Slid From $6.0B to $3.8B
GameStop
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