Bill Ackman
William D. Cohan July 6, 2022

The Bull Case for Netflix

Yes, the stock is down 70 percent and there are legitimate frets about an emerging ad-tier, churn, and increased competition. But the company is only trading at about 4x EBITDA while Tesla is trading at, um, 55x. This is not investment advice, but something weird is going on here.


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Markus Dohle
William D. Cohan June 29, 2022
Penguin Random House has been waiting two years to pay some $2 billion for Simon & Schuster. Is the Justice Department sticking up for aggrieved authors, or being a political pain in the ass?
Alex Wagner
Dylan Byers June 29, 2022
Alex Wagner is, by all accounts, a brilliant and seasoned anchor. The TV insiders I speak to sing her praises while simultaneously scratching their heads about the hire and what it suggests about MSNBC’s future.
Michael Saylor
William D. Cohan June 26, 2022
News and notes on Bitcoin’s true believers, BuzzFeed’s self-immolation, Buffett’s $19 million meal, and the cynical upside of divided government.

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