THE LATEST ARTICLES
NEWSLETTERS
donald trump elon musk
WALL STREET December 4, 2024
The value of the president-elect’s media company, which is on track to lose an incredible $363 million this year, has bizarrely skyrocketed before the election and is trading at an absurd 2,770x revenue. Will Elon get his taste via a reverse merger?
Marc Rowan
WALL STREET November 27, 2024
Last week, Apollo’s Marc Rowan was summoned to Mar-a-Lago to talk about leading the Treasury for Trump 2.0. And while the job went to Scott Bessent in the end, the meeting reveals the president-elect’s sweeping agenda and what some on Wall Street see as a massive opportunity.
Wyc Grousbeck
SPORTS November 24, 2024
The true story of how Wyc Grousbeck, perhaps the least well-capitalized owner in sports, had the chutzpah to buy the Celtics in one of the greatest deals in modern sports history.
Marc Rowan
WALL STREET November 20, 2024
As Apollo C.E.O. Marc Rowan prepares to meet with Trump over the Treasury job, a bildungsroman of his professional and deal career—from parking cars at the Diplomat Hotel to big mergers for junk bond casualty Drexel Burnham—and his reflections from our many conversations over the past years and days.


Bob Iger needs to find a partner to offload Disney's declining TV networks.
WALL STREET November 17, 2024
With the once-unprofitable streaming business finally turning a corner, NBCU, Disney, and WBD are all openly telegraphing what seems increasingly inevitable: spinning off or selling declining TV assets while there’s still value to extract. Enter private equity, an industry that knows a thing or two about value extraction…
elon musk trump rally
WALL STREET November 13, 2024
Crunching the numbers on a Mar-a-Lago meme stock fever dream.
Gary Cohn donald trump
WALL STREET November 10, 2024
News and notes on two of Wall Street’s hottest topics: speculation regarding Trump’s forthcoming treasury secretary (Steve? Gary? Paulson?) and the latest debt-servicing tea leaves in Zazworld.
david ellison
WALL STREET November 6, 2024
What the merger’s 600-page proxy filing reveals about who wanted Paramount (Zaz! Apollo! The mysterious “Party F”!) and how they managed to lose to David Ellison’s Skydance.


Mike Cavanagh bryan lourd
WALL STREET November 3, 2024
Mike Cavanagh’s earnings call mic drop about the future of Comcast’s cable networks has the industry—and the denizens of 30 Rock, in particular—looking for tea leaves to read about what the executives in Philly are apparently “studying.”
James Gorman
WALL STREET October 30, 2024
News, notes, tea leaf-reading, and second-guessing regarding Wall Street’s favorite (recurring) succession sweepstakes.
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