THE LATEST ARTICLES
MEDIA • February 9, 2022
Zucker’s Next Move?
Media and business gossips are already speculating about Jeff Zucker’s next move once the CNN imbroglio dies down. Zucker’s tenure atop NBCU may provide some clues.
WALL STREET • February 6, 2022
Zaz’s Zuck Card, Fed Anxiety, & the Next Youngkin
The inside conversation on Wall Street about Warner’s CNN headache, AMC’s meme-bond offering, and Jamie Dimon’s dream job.
WALL STREET • February 2, 2022
Of Mice and Goldman
How the most prestigious bank on Wall Street became smaller than JPMorgan Chase, Morgan Stanley, and Citi. And the M&A deals that could put it back on top.
WALL STREET • January 30, 2022
Ackman Buys the Dip & GE Gets the Ax
The inside conversation on Wall Street about Pershing’s new investment thesis, the wisdom of Warren Buffett, and JPMorgan in the penalty box.
WALL STREET • January 26, 2022
The Jack Welch of Crypto?
Why didn’t Microsoft buy Activision with its near-all-time-high stock? Why did Michael Saylor convert MicroStrategy’s treasury reserves into Bitcoin? Perhaps it’s because, as Ray Dalio says, “cash is trash.”
WALL STREET • January 23, 2022
Winter Is Coming for Wall Street
Notes on Peloton’s market value collapse, Netflix’s future, M&A arbitrage, and Apollo’s next potential pound of flesh.
WALL STREET • January 19, 2022
The Epstein Posthumous Legal Battle
One lawyer’s quest for ten thousand pages of documents surrounding the F.B.I.’s 2006 investigation of the now-deceased predator. Plus: Notes on my dealings with the S.E.C. and Lazard Frères.
WALL STREET • January 16, 2022
Jamie vs. the Crypto Bulls
What’s really going on between Wall Street’s blockchain envy, bonus season at Goldman, and Larry Fink’s god complex.
MEDIA • January 12, 2022
The Worst Media Deal in History?
NBCUniversal is now probably worth well north of $100 billion—a significant chunk of Comcast’s $230 billion market value. So why the hell did GE sell it for $30 billion a decade ago?
WALL STREET • January 9, 2022
Iger’s Aftermath, a Crypto Genius, and Zoom M&A
Notes on Wall Street's post post-Covid deal frenzy, the legacy of Bob Iger, and Silicon Valley's new digital gold rush.