WALLSTREET
William D. Cohan
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January 29, 2023
Elliott or High Water
News and notes about the inside chatter on Wall Street: Can Marc Benioff defang Elliott’s Jesse Cohn? Could Larry Summers be wooed back to Washington? And Elon fundraising fantasies...
William D. Cohan
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January 25, 2023
The Talented Mr. Santos
A campaign post-mortem about the deceptions of George Santos, the intra-party blame game, and why Robert Zimmerman is on a mission for justice.
William D. Cohan
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January 22, 2023
FTX’s Pseudo-Revival, Goldman P.R., & Gorman Succession
The latest news and notes on what’s really going down on Wall Street: the FTX bankruptcy drama, Goldman Sachs’ layoff drama, and James Gorman’s McKinsey-style succession plan.
William D. Cohan
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January 18, 2023
The S.B.F. Chronicles, Part 5: The Mysteries of Stanford
Joe Bankman and Barbara Fried, the parents of disgraced crypto prince S.B.F., remain calm and defiant and completely supportive of their son, despite the mounting legal storm, according to a person who spoke with them recently. This is the fifth in a series.
William D. Cohan
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January 15, 2023
Bob Iger’s Full Nelson
The legendary Disney C.E.O. may think he can placate or assuage Nelson Peltz and his firm, Trian. But Disney has a major problem on its hands—whether Iger lets Peltz into the henhouse or not.
Matthew Belloni
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January 12, 2023
The Iger Narrative Meets Its Nemesis
Nelson Peltz, the iconic activist, seems out for blood with Bob Iger. But does Peltz’s board seat thesis make any sense at Disney?