The Minutes of Bill Gurley on corporate governance https://minutesof.com/bill-gurley/on/corporate-governance/ Everything Bill Gurley has said on corporate governance: 4 verbatim quotes between September 2023 and August 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:22:01 +0000 Gurley warns highest-profile companies face greatest risk from activist Delaware judges, not smaller market ca https://minutesof.com/q/f01bd721-46a0-47c8-8185-fd2f2e5689b3/ https://minutesof.com/q/f01bd721-46a0-47c8-8185-fd2f2e5689b3/ “I think it's actually the highest profile companies that are at risk because they're the ones that, you know, an activist judge is gonna wanna make a a exception out of.” — BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 corporate governance Gurley notes ISS and Glass Lewis are now over 80% owned outside the United States. https://minutesof.com/q/2d96df4e-cd56-41dd-8a7b-5e18fa7beaa1/ https://minutesof.com/q/2d96df4e-cd56-41dd-8a7b-5e18fa7beaa1/ “The senator that you're talking about said on on on when he was giving this talk that that these two companies are now both over 80% owned outside The US.” — BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 corporate governance Gurley argues management treats stock-based compensation as if it's free, unlike cash expenditures which get m https://minutesof.com/q/a1bca6c2-2983-49f4-a0c7-1cf1e734186f/ https://minutesof.com/q/a1bca6c2-2983-49f4-a0c7-1cf1e734186f/ “I personally think management is a lot more, thoughtful about cash expenditures, and I think they think about this SBC as if it's free almost.” — CNBC Television Mon, 11 Sep 2023 16:11:42 +0000 corporate governance