A.G. Sulzberger
WALL STREET August 14, 2022
More notes on ValueAct’s Sulzberger love tap, plus Rivian’s latest correction, and Elon’s Twitter liquidity headfake.
Kewsong Lee
WALL STREET August 10, 2022
Yes, Kyrsten Sinema has extinguished any fears of closing the carried interest loophole. But the real story out of Washington that Wall Street cares about is what went down at Carlyle. So here goes…
WALL STREET August 7, 2022
Wall Street’s sharp heel turn on Warner Bros. Discovery has media insiders envisioning an M&A Hail Mary. Plus notes on Musk counter-suing Twitter, Sinema bailing out private equity, and Adam Aron’s APE dividend gimmick.
brian roberts
WALL STREET August 3, 2022
Tom Rogers, the cable legend, envisions an ambitious and elegant hypothetical: What if Brian Roberts and David Zaslav cook up a merger to compete with Apple and Amazon?
Lina Khan
WALL STREET July 31, 2022
Notes on what everyone is mumbling about on Wall Street: Buffett’s boffo earnings, more of “the dead cat bounce,” Lina Khan’s Meta example, and the Ackman diatribe of the summer.
Trading Floor Cubicle
WALL STREET July 27, 2022
Revisiting an endless scorched-earth FINRA saga that could only take place in the culture’s most bizarrely regulated industry. Merrill, Wells Fargo, Greenberg Taurig, Lowenstein Sandler: this has ‘em all.
Cathie Wood
WALL STREET July 24, 2022
Notes on the Elon suit and recession anticipation, among other Wall Street dish and concerns.
Ted Sarandos and Reed Hastings
WALL STREET July 20, 2022
After a less disappointing second quarter earnings report, Netflix appears to be vectoring in the right direction. And yet the stock is still trading 64 percent below its peak, and its officers and directors only own 2.4 percent of its shares in a single-class structure. It could be a pretty appetizing target in a rapidly consolidating entertainment-tech ecosystem.
Elon Musk
WALL STREET July 17, 2022
The depths of Musk’s legal troubles are clearly laid out in the complaint that Twitter’s attorneys filed in Delaware this week. The legal war is just starting.
Warren Buffett
WALL STREET July 13, 2022
While so many asset managers are titillated by post-correction Big Tech stocks, the Oracle is doubling down on… oil and gas? Will the asset-heavy, lower multiple play be his ultimate zag?
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