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NEWSLETTERS
Gautam Adani’s business empire has lost more than $100 billion in value since it was targeted by short seller Nathan Anderson at Hindenburg Research.
WALL STREET February 5, 2023
News and notes on the inside conversation on Wall Street: Carlyle’s surprise move, the Adani shockwaves, and JPow’s smoke signals.
Trian founder partner Nelson Peltz has commenced a proxy battle against Disney to get the board seat Iger denied him.
WALL STREET February 1, 2023
The activist circling Disney just helped orchestrate another C.E.O. succession. Should Bob Iger recalculate whether he wants Peltz outside the tent?
Elliott Management has announced a multi-billion dollar position in Salesforce. Should co-C.E.O. Marc Benioff be worried?
WALL STREET January 29, 2023
News and notes about the inside chatter on Wall Street: Can Marc Benioff defang Elliott’s Jesse Cohn? Could Larry Summers be wooed back to Washington? And Elon fundraising fantasies...
george santos and his fabrications
WALL STREET January 25, 2023
A campaign post-mortem about the deceptions of George Santos, the intra-party blame game, and why Robert Zimmerman is on a mission for justice.
House Financial Services Committee Holds Hearing On FTX Collapse
WALL STREET January 22, 2023
The latest news and notes on what’s really going down on Wall Street: the FTX bankruptcy drama, Goldman Sachs’ layoff drama, and James Gorman’s McKinsey-style succession plan.
sam bankman-fried
WALL STREET January 18, 2023
Joe Bankman and Barbara Fried, the parents of disgraced crypto prince S.B.F., remain calm and defiant and completely supportive of their son, despite the mounting legal storm, according to a person who spoke with them recently. This is the fifth in a series.
"The King's Man" World Premiere - Arrivals
WALL STREET January 15, 2023
The legendary Disney C.E.O. may think he can placate or assuage Nelson Peltz and his firm, Trian. But Disney has a major problem on its hands—whether Iger lets Peltz into the henhouse or not.
Sam Bankman-Fried
WALL STREET January 11, 2023
Among the first to sniff out the infamous balance sheet of Alameda Research, S.B.F.’s now defunct hedge fund, was a young doctor turned financial sleuth whose analysis helped facilitate FTX’s demise. This is the fourth in a series.
David Zaslav
WALL STREET January 8, 2023
News and notes on what's really going down on Wall Street: the new M&A environment, Twitter, David Zaslav’s debt journey, the bulls, the bears, and the pigs.
While Sam Bankman-Fried was being fêted by the bulls on Wall Street, the renowned short-seller Marc Cohodes was sounding a five-alarm fire.
WALL STREET January 4, 2023
Back when Bankman-Fried was buying arena naming rights and casting Larry David in commercials, the short-seller Marc Cohodes smelled something funky. “Who would give this mop-headed, dyslexic, A.D.D. guy a dime on some crazy strategy?” as he told me. This is the third in a series.
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