Practical Analysis

Many of us are being asked in our jobs to use AI. Many of us don’t have time to do the training that we think is necessary to use AI. The good news is that you don’t really need training…
Recently, I blogged about the role of AI in proxy fights and the impact it has relative to proxy advisors. The blog was based on a recent Andreessen Horowitz “a16z chart of the week” – which itself piggybacked off a…
Following up on the stats from last year in this blog entitled “Proxy Disclosure for Those Reincorporating,” here are the latest reincorporation stats courtesy of this note from Glass Lewis (also see this blog from John Jenkins with some gloss):…
Following up on a prior piece from Glass Lewis, this article sheds light on the operational aspects of stewardship, including its administration, technology adoption, integrations with proxy voting and engagement, and team size. Here’s a summary: 1. Investment Strategy Shapes…
Recently, I was speaking to James Palczynski – the CEO of DeCue Technologies – and he drummed up this summary of what you need to know: The new exposure in the earnings call analysis arms race is not the words…
This new paper from MKAI – “The First Annual Reports of the LLM Era” – finds that disclosure language in large-company 10-Ks became less specific and more hedged at a faster rate during 2024 than in prior years. While this…

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Recent Posts

AI Adoption Is a Behavioral Transformation, Not a Software Rollout
Proxy Fights: AI Digs Press Releases (And the More, the Merrier)
The Latest Reincorporation Stats
How Institutional Investors Are Conducting Stewardship Today
Earnings Calls: The Importance of “How” Management Says Words
Are Form 10-Ks Becoming Less Specific?