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THE LATEST ARTICLES
William D. Cohan
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April 13, 2022
The Elon-Twitter Corporate Hostage Negotiation
Twitter has been at war with itself since its inception. But Elon Musk’s stock accumulation arms race is an existential crisis.
William D. Cohan
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April 10, 2022
The Zaz Stock Strategy & Buffett’s New Tide
As ever on Wall Street, the smart get greedy when retail gets fearful. Plus: A history of Goldman scandals and the sports deal of the decade.
William D. Cohan
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April 6, 2022
The Billion-Dollar Trump-Wall Street Mystery
Why did Manhattan D.A. Alvin Bragg apparently sideline an investigation into Trump’s business practices? And what might have happened, in a Vanceian era, had he not?
William D. Cohan
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April 3, 2022
Ari’s Comp & Warren Buffett’s Wink
Musings on the questions of our time on Wall Street: What is Ari Emanuel really worth? Can the Fed protect us from a post-plague recession? And what is Warren Buffett secretly up to?
William D. Cohan
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March 30, 2022
TikTok Capitalism Comes to Wall Street
In our age of Robinhood short squeezes and AMC apefests, social media influence is becoming the people’s leverage in the world of professional finance—where money is usually made from money. Now Animal Capital, a pioneering V.C. firm, is treating social media follower counts like real capital.
William D. Cohan
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March 27, 2022
Crypto’s Boom & A Warren Buffett Mystery
The biggest risk-takers on Wall Street these days are looking west, to crypto funds on Sand Hill Road, or east, to the mother of all fire sales in Moscow. Plus: What I’m hearing about Buffett’s $27 million Goldman Sachs snub.
William D. Cohan
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March 23, 2022
Iger, Chapek & A Brief History of the Succession Blues
Outgoing C.E.O.s have a habit of hanging around, from time to time, ever since the days of Jack Welch. But Chapek needs to forget about Iger, execute his business plan, and let that trove of incredible Disney assets run free.
William D. Cohan
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March 20, 2022
Netflix’s New Math & A Wall Street Travesty
With markets off their euphoric highs, the conventional wisdom appears to have changed overnight for Netflix, Zaslav, and the bond desk at Goldman Sachs. Does it change the risk calculus for Shari, too?
William D. Cohan
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March 16, 2022
Should Shari Redstone Flip CBS News?
Redstone likely can’t sell Paramount Global—oh, that name—until she finds a way to offload its broadcast and local news assets. For private equity dealmakers, here’s where things could get interesting.
William D. Cohan
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March 13, 2022
Michael Lewis on Wall Street’s Past and Future
Sure, the days of strippers on the Salomon Brothers traders’ desks are long gone, but the iconic author has another revelation about what has changed most on Wall Street. “One of the incredible feats Wall Street has performed is preserving the businesses that aren’t really necessary anymore,” he says.