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Andrew Droste 🌎 corpgov.substack.com Profile
Andrew Droste 🌎 corpgov.substack.com

@MrCorpGov

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#CorpGov | personal acct per DoDI 5400.17 (posts/reposts/likes are my own and not my employer's - nothing is legal/investment advice)

Boston, MA
Joined November 2019
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@KobeissiLetter
The Kobeissi Letter
2 days
BREAKING: SpaceX is set to hire Bank of America, Goldman Sachs, JPMorgan, and Morgan Stanley to lead its IPO in 2026, per FT. The IPO is expected to be valued as much as $1.5 trillion, making it the largest IPO in history.
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@MrCorpGov
Andrew Droste 🌎 corpgov.substack.com
3 days
1.4% support for the "Greenwashing Risk Audit" shareholder proposal at Costco $COST Say-on-Pay: ~88% support #CorpGov #ExecPay #CEOpay
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@MrCorpGov
Andrew Droste 🌎 corpgov.substack.com
3 days
CEO, Power Segment at GE Vernova $GEV resigns #CorpGov
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@ComplexMusic
Complex Music
5 days
One of the most legendary Tiny Desk performances of all time. Mac Miller β€” β€œ2009” πŸ•ŠοΈ https://t.co/4XROiU3YAv
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@MrCorpGov
Andrew Droste 🌎 corpgov.substack.com
5 days
There's certainly been a recalibration from boards/management teams since the 2020-2021 period when we witnessed a bevy of corporate statements re human capital during COVID (e.g., essential workers), the BLM movement, and political expenditures post-J6. Then, we saw values-laden
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@MrCorpGov
Andrew Droste 🌎 corpgov.substack.com
5 days
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@MrCorpGov
Andrew Droste 🌎 corpgov.substack.com
7 days
Example of company disclosures recalibrating based on regulatory risk. Johnson Controls $JCI has an interesting mapping of how they integrate and oversee sustainability matters in their 14A. Notable YoY changes: "diversity, equity & inclusion" graphic now reads "high-performance
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@MrCorpGov
Andrew Droste 🌎 corpgov.substack.com
7 days
How you deal with all the hate
@ComplexMusic
Complex Music
8 days
BAD BUNNY SUPER BOWL HALFTIME SHOW FEBRUARY 8TH https://t.co/KlBMKkvrvR
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@activistinvestr
The Activist Investor
9 days
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@MrCorpGov
Andrew Droste 🌎 corpgov.substack.com
9 days
"Even with causation unclear, the data are plainly incompatible with the most alarmist theories of DExit. *** Indeed, 2025 appears to have been one of Delaware’s best incorporation years." https://t.co/2x8DrzLERO #CorpGov
corpgov.law.harvard.edu
An update on DExit, from the Corporate Census Despite fears that Delaware’s recent judicial and legislative turmoil would trigger a corporate β€œDExit,” new formation data show the opposite: Delaware...
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@MrCorpGov
Andrew Droste 🌎 corpgov.substack.com
9 days
The first shareholder proposal to pass in 2026 is at Zscaler Inc. $ZS #CorpGov https://t.co/CcKrq34byV
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@MrCorpGov
Andrew Droste 🌎 corpgov.substack.com
11 days
$BL
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@MrCorpGov
Andrew Droste 🌎 corpgov.substack.com
11 days
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@MrCorpGov
Andrew Droste 🌎 corpgov.substack.com
11 days
Engaged Capital, LLC launches proxy contest at BlackLine, Inc. claiming entrenchment of current board - will nominate 4 new directors with focus on software, M&A and governance skills/backgrounds #CorpGov
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@TheStalwart
Joe Weisenthal
11 days
Wow. Statement signed by the heads of the ECB, BoE, Riksbank, the Danish Nationalbank, SNB, RBA, Boc, BoK, BCdB, BIS
@TheStalwart
Joe Weisenthal
11 days
*CENTRAL BANKERS: WE STAND IN `FULL SOLIDARITY' WITH POWELL
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@TheStalwart
Joe Weisenthal
12 days
Powell has the highest approval rating of any β€œpolitical leader” in the country.
@gelliottmorris
G Elliott Morris
12 days
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@MrCorpGov
Andrew Droste 🌎 corpgov.substack.com
12 days
Interesting wrinkle in all thisπŸ‘‡πŸΌ as we do not know the outcome of Trump v. Cook (oral arguments Jan 21)
@annmarie
Annmarie Hordern
13 days
Powell’s term as Chair ends on May 15, 2026, but his term as a Governor ends on January 31, 2028.
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@MrCorpGov
Andrew Droste 🌎 corpgov.substack.com
13 days
"The threat of criminal charges is a consequence of the Federal Reserve setting interest rates based on our best assessment of what will serve the public, rather than following the preferences of the President." - Powell
@federalreserve
Federal Reserve
13 days
Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX
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