THE LATEST ARTICLES
NEWSLETTERS
Cathie Wood
William D. Cohan July 24, 2022
Notes on the Elon suit and recession anticipation, among other Wall Street dish and concerns.
Ted Sarandos and Reed Hastings
William D. Cohan July 20, 2022
After a less disappointing second quarter earnings report, Netflix appears to be vectoring in the right direction. And yet the stock is still trading 64 percent below its peak, and its officers and directors only own 2.4 percent of its shares in a single-class structure. It could be a pretty appetizing target in a rapidly consolidating entertainment-tech ecosystem.
Elon Musk
William D. Cohan July 17, 2022
The depths of Musk’s legal troubles are clearly laid out in the complaint that Twitter’s attorneys filed in Delaware this week. The legal war is just starting.
Warren Buffett
William D. Cohan July 13, 2022
While so many asset managers are titillated by post-correction Big Tech stocks, the Oracle is doubling down on… oil and gas? Will the asset-heavy, lower multiple play be his ultimate zag?


Elon Musk
William D. Cohan July 10, 2022
Wall Street predicts Elon’s exit collateral damage. Plus: Is Netflix’s true EBITDA $20 billion, or adjusted to $6.5 billion? The company won’t say—which may be one reason Wall Street isn’t buying.
Bill Ackman
William D. Cohan July 6, 2022
Yes, the stock is down 70 percent and there are legitimate frets about an emerging ad-tier, churn, and increased competition. But the company is only trading at about 4x EBITDA while Tesla is trading at, um, 55x. This is not investment advice, but something weird is going on here.
Donald Trump
William D. Cohan July 3, 2022
What the lawyers are saying. Plus notes on S.B.F.’s dip-buying moves and Elon Musk’s new competition.
Markus Dohle
William D. Cohan June 29, 2022
Penguin Random House has been waiting two years to pay some $2 billion for Simon & Schuster. Is the Justice Department sticking up for aggrieved authors, or being a political pain in the ass?


Michael Saylor
William D. Cohan June 26, 2022
News and notes on Bitcoin’s true believers, BuzzFeed’s self-immolation, Buffett’s $19 million meal, and the cynical upside of divided government.
Elon Musk
William D. Cohan June 22, 2022
Notes on Musk’s latest head-scratching monkey wrench in the Twitter saga, and the unveiling of a grim reality: inflation may be roiling the nation, but senior bankers are worried about what the stagnating deal flow will mean for their seven-figure bonuses.
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