WALLSTREET
William D. Cohan
•
August 7, 2022
Zaz Optionality and Elon’s Complaint
Wall Street’s sharp heel turn on Warner Bros. Discovery has media insiders envisioning an M&A Hail Mary. Plus notes on Musk counter-suing Twitter, Sinema bailing out private equity, and Adam Aron’s APE dividend gimmick.
Dylan Byers
•
August 5, 2022
Zaz & the Art of Investor Maintenance
In the earnings call heard round the world, David Zaslav punctured a wound in the entertainment industry’s top-line subscriber-growth fetish. Now he needs to perform the ultimate superhero task: make huge hits while cutting huge costs.
William D. Cohan
•
August 3, 2022
The Next Media Deal of the Century?
Tom Rogers, the cable legend, envisions an ambitious and elegant hypothetical: What if Brian Roberts and David Zaslav cook up a merger to compete with Apple and Amazon?
William D. Cohan
•
July 31, 2022
Lina’s Wrath & The Carried Interest Wars
Notes on what everyone is mumbling about on Wall Street: Buffett’s boffo earnings, more of “the dead cat bounce,” Lina Khan’s Meta example, and the Ackman diatribe of the summer.
Dylan Byers
•
July 27, 2022
Cuomo’s Revenge & Condé’s Numbers
“It’s not a good look,” one of Cuomo’s former colleagues told me. Plus, notes on Remnick’s remarkable run.
William D. Cohan
•
July 27, 2022
A Love Triangle Only Wall Street Could Love
Revisiting an endless scorched-earth FINRA saga that could only take place in the culture’s most bizarrely regulated industry. Merrill, Wells Fargo, Greenberg Taurig, Lowenstein Sandler: this has ‘em all.