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THE LATEST ARTICLES
NEWSLETTERS
Of course, just because Rupert Murdoch is turning the chairmanship of both companies over to Lachlan, no one believes he is giving up control of either Fox or News Corp.
WALL STREET September 24, 2023
Notes on the latest storylines in media and finance: the Murdoch family trust, a rocky road for I.P.O.s, and a silver lining at Disney.
Bob Iger
WALL STREET September 20, 2023
Musings on the fate of the once-great Walt Disney Company and whether it would be great once again. Does that mean spinning off ABC and ESPN together?
BEVERLY HILLS, CALIFORNIA - MARCH 12: Byron Allen on stage at the Byron Allen Oscar Gala at Beverly Wilshire, A Four Seasons Hotel on March 12, 2023 in Beverly Hills, California. (Photo by Greg Doherty/Getty Images for Allen Media Group / Byron Allen)
WALL STREET September 17, 2023
News and notes on the fire sale of Disney’s linear assets and the LVMH succession.
What remains to be seen is whether Bob Iger has one more big M&A deal left up his sleeve.
WALL STREET September 13, 2023
Running Disney may be close to impossible, but Iger is supposed to be the one guy with near complete free rein—isn’t everything on the table?—to do it. Are his various half-step initiatives early signs of Vulcan chess, or something much less magical?


WALL STREET August 30, 2023
An intimate chat with Steve Schwarzman.
The fundamental question facing Pitaro & Co. is whether consumers are willing to really pay up for ESPN’s content over the long term.
WALL STREET August 27, 2023
News and notes on the hottest topics among the Meadow Club crowd as the dealmaking begins to heat up: ESPN’s potential dance partner, the hottest document making its way around town, and an around-the-corner A.I. idea.
It’s likely that Mike will still be the one making all the big decisions, for as long as he wants to make them. But the question remains: What is to be done with Bloomberg LP?
WALL STREET August 23, 2023
News and notes on the most pressing questions around Wall Street: Goldman’s endless media headache, an M&A shotgun wedding, and succession planning inside 731.
Shari Redstone’s Paramount Global now has a market value of $9.75 billion.
WALL STREET August 20, 2023
Notes on the Wall Street chatter animating the Sconset crowd: Shari Redstone vs. Tyler Perry, the trials of David Solomon, and Steve Schwarzman’s word on Trump.


The New York mag piece was a reflection of how bad things have gotten between David Solomon and the press.
WALL STREET August 16, 2023
Just when it seemed as though David Solomon was in the middle of an August reprieve, the embattled Goldman C.E.O. has found himself once again in the crosshairs, via back-to-back fusillades in the media last week. “Still standing,” quipped Tony Fratto, Goldman head of communications, to me in a weekend text.
Looking at each of Iger’s recent strategic decisions, you’ve got to wonder if he may be running out of good ideas to solve Disney’s myriad of problems.
WALL STREET August 13, 2023
Iger may be consulting Warren Buffett (and Mayer and Staggs) about his streaming options, but in the everything-on-the-table era at Disney, well, there aren’t that many options really on the table. Herewith, a Wall Street view of a Hollywood challenge.
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