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NEWSLETTERS
Ari Emanuel’s Endeavor has always been either hard to understand or misunderstood.
William D. Cohan October 29, 2023
News and notes from around Wall Street: Ari’s take-private idea, Jamie Dimon’s stock sale, and James Gorman’s newly-appointed successor.
Among its myriad problems, SVB lost sight of the fact that it was… a bank.
William D. Cohan October 25, 2023
It was always a mystery how Silicon Valley Bank’s leadership could have made such basic, preventable mistakes. To get answers, I spoke with a former executive at SVB, who witnessed the insanity firsthand.
jimmy pitaro
William D. Cohan October 22, 2023
In Disney’s “everything on the table” era, figuring out what to do with ESPN may come down to some consensus of what the asset is worth. I have an answer.
“I’m looking at an overmedicated young man“ said The Mooch. “It’s almost Shakespearean.”
William D. Cohan October 18, 2023
Candid reflections on the past, present, and future of the former crypto boy king, from a brief, one-time wingman.


Sam Bankman-Fried seemed like a classic Michael Lewis character.
William D. Cohan October 15, 2023
Thoughts on S.B.F. and the Michael Lewis of it all.
In the last two months, Nelson Peltz’s hedge fund, Trian Partners, has rebuilt its position in Disney with around $2.5 billion worth of stock.
William D. Cohan October 11, 2023
The feared activist investor is back inside Disney, rattling the cage, agitating for board seats, preparing white papers, and issuing warnings about the ABC fire sale. In my estimation, Iger has two choices: work with Peltz to restore the magic, or resign and find someone who can.
William D. Cohan October 8, 2023
A downturn at Candle Media is lowering Kevin Mayer and Tom Staggs’ altitude on the Disney C.E.O. shortlist. Plus, notes on Byron’s ABC bid and Linda’s Twitter/X mess.
Bill Ackman has been in the SPAC game for long before it was trendy.
William D. Cohan October 4, 2023
Sure, Bill Ackman knows how to work the media beautifully, as he has many times in his career. But his public promotion of his new SPARC—a sort of SPAC 2.0—isn’t just a tickle: it’s a sign to the market that he’s open for a whale of a deal. And the calls are coming in…


Linda Yaccarino
William D. Cohan October 1, 2023
A meeting between C.E.O. Linda Yaccarino and seven Wall Street banks could decide whether investors can finally sell off the company’s debt without losing their shirts in the process. Plus, notes on the fallout from Bill Gates’ Tesla short.
Manhattan District Attorney Alvin Bragg obtained search warrants allowing for the seizure of three artworks by the late Austrian artist, Egon Schiele.
William D. Cohan September 27, 2023
Nearly a century after a trove of Egon Schiele masterworks were stolen by the Nazis, District Attorney Alvin Bragg has seized them back. The story of their loss, and recovery, may be the most important development in the world of art restitution in a generation.
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