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THE LATEST ARTICLES
William D. Cohan
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March 9, 2022
“When the Lines of Fear and Greed Cross”
On Wall Street, the horror of Russia’s invasion of Ukraine has become a uniquely dark investing opportunity.
William D. Cohan
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March 2, 2022
Is Peloton an Apple or a GoPro?
Corporate turnarounds, especially in the tech sector (or wherever “connected fitness” is), are few and far between. Can Barry McCarthy, Peloton’s new C.E.O., regain the other 80 percent of his stock price?
William D. Cohan
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February 23, 2022
The “SPAC King’s” B.S.
The smart money has already pulled out of Trump’s SPAC circus, just as Chamath Palihapitiya dumped his stake in Virgin Galactic. Plus: Is the Nasdaq nearing its bottom?
William D. Cohan
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February 20, 2022
Shari’s Choice, A Netflix Moment & More
Notes on Wall Street’s new streaming math, GE fan fiction, and Ford’s meme-stock temptation.
William D. Cohan
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February 16, 2022
The Secret Power Behind Zazworld
It’s the Newhouses, not John Malone, who will have the leverage to help Zaslav steer the soon-to-be Warner Bros. Discovery toward streaming glory.
William D. Cohan
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February 13, 2022
Why Diller Swung the Axe
Notes on Diller’s decision to shutter some of his magazines, Fed porn, and Liars Poker war stories.
William D. Cohan
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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.
William D. Cohan
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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.
William D. Cohan
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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.
William D. Cohan
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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.