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THE LATEST ARTICLES
William D. Cohan
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June 3, 2026
The Emancipation of Jeff Immelt
The disgraced-ish former GE executive has been on a journey of personal discovery to reinvent his legacy and perhaps make amends—even when the facts don’t fit his new narrative. But not everyone who worked with him is ready to forgive or forget.
William D. Cohan
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May 31, 2026
The A.I. Bubble Truthers Cry Wolf
As several of the leading A.I. companies prepare to go public and see their valuations soar above the $1 trillion mark, a number of Wall Street contrarians are trying to remind everyone that we’ve seen this movie before.
William D. Cohan
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May 27, 2026
Inside ParaBros’ $49B Debt Blockbuster
The $111 billion Paramount Skydance–Warner Bros. merger deal is cruising toward the finish line, and it looks like nothing will stop it. Even if the California A.G. is trying.
William D. Cohan
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May 27, 2026
Goodwin Hunting
Long before Wall Street rushed for the exits, Diameter Capital co-founder Scott Goodwin warned that A.I. would “ruthlessly eliminate” software companies. Now, amid a market correction, he’s buying the panic.
William D. Cohan
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May 20, 2026
Spilling the Tea
Once a predictable cashflow business, Lipton has become a test case for how private equity leverage is holding up these days amid a less forgiving economic environment. The company’s new management team is confident they can turn things around.
William D. Cohan
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May 17, 2026
All the Light We Cannot S.E.C.
Trump’s S.E.C. is pushing to eradicate Wall Street’s quarterly reporting requirement—an idiotic proposal that his administration believes will “make I.P.O.s great again.” Let’s count all the ways this could backfire…
William D. Cohan
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May 13, 2026
Is Elon Already a Trillionaire?
If the inevitable and possibly imminent SpaceX I.P.O. debuts anywhere near its rumored valuation, investors will effectively ratify Musk as a sovereign financial ecosystem unto himself.
William D. Cohan
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May 11, 2026
East of Edens
Wes Edens, the billionaire entrepreneur and NBA owner, is attempting to restructure New Fortress Energy in London, where the courts are much friendlier to equity holders—the hot new trend for American companies, and a potential win for Edens, who is otherwise having a pretty bad week.
William D. Cohan
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May 6, 2026
GameStop of Thrones
Meme stock king Ryan Cohen is the laughingstock of Wall Street after launching an absurd bid to buy eBay for $56 billion—largely with cash and equity that GameStop doesn’t have. The market isn’t taking the proposal seriously, but the math itself is actually pretty interesting…
William D. Cohan
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May 3, 2026
S.B.F. Is Out of Options
This week, a thoroughly annoyed Judge Lewis Kaplan rejected, with prejudice, Sam Bankman-Fried’s long-shot bid for a new trial. That leaves his fate in the hands of the Second Circuit—which will almost certainly rule against him—or worse… in the hands of Donald Trump.