Get 1 free article

WALLSTREET

Ari Emanuel and Silver Lake are managing the consequences of publicly mulling a sale of Endeavor, and are now trying to keep everything buttoned up as the market waits and salivates.
William D. Cohan • December 6, 2023

Ari’s Deal & Zucker’s Next Steps

News and notes from the biggest deals in the media M&A landscape: Ari Emanuel’s purported take-private and Jeff Zucker’s Telegraph/Spectator play
William D. Cohan • December 3, 2023
Iger-Peltz Vulcan Chess, Zucker’s Thesis & Elon EBITDA
The nascent Bob Iger-Nelson Peltz proxy war is gearing up to be far more feisty than their first encounter almost a year ago.
News and notes on the three biggest stories at the intersection of media and finance: some micro-updates on Zucker’s Telegraph bid, Elon’s debt gamble, and the latest round of Iger versus Peltz.
William D. Cohan • November 29, 2023
Zucker’s Structure Wrinkle & OpenAI Open Questions
Not only would a Jeff Zucker deal potentially kill the auction for the publications, it might also allow RedBird IMI to get the assets more cheaply than if they were bid up in a formal process.
News and notes emanating from the finance-media-tech vortex: insights into Jeff Zucker and RedBird IMI’s debt-for-equity Telegraph offer and Microsoft’s governance peccadilloes.
Burford Capital C.E.O. Christopher Bogart.
Eriq Gardner • November 27, 2023
An Interview With the Legal World’s $16 Billion Man
Christopher Bogart, the litigation financier who scored a 10-figure judgment against Argentina, goes on the record about his beef with Mike Johnson, Elon Musk’s legal fixer, and how he’s using A.I.
“I’ve never had better material,” Michael Lewis said. “The material is unbelievable. And it was. But it had to pass through this American moral filter.”
William D. Cohan • November 26, 2023
Michael Lewis Has More Thoughts on S.B.F.
The bestselling author of Going Infinite hits back at the “shit show” criticism of his book, the spectacle inside the courtroom, and S.B.F.’s putative $5 billion offer to Trump.
Trian founder partner Nelson Peltz has commenced a proxy battle against Disney to get the board seat Iger denied him.
William D. Cohan • November 19, 2023
A Zaz Wellness Check & The Crocodile’s Iger Fib
News and notes on the latest Wall Street swirl: Nelson Peltz’s fuzz math, Zaz’s denominator problems, and the latest leg of the ARK saga.