WALLSTREET
William D. Cohan
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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.
William D. Cohan
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July 3, 2022
Will Trump Get Indicted?
What the lawyers are saying. Plus notes on S.B.F.’s dip-buying moves and Elon Musk’s new competition.
Dylan Byers
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July 1, 2022
Will Licht Let CNN Digital Bleed?
In the months since Jeff Zucker’s departure, much of the focus on CNN has pertained to CNN+, talent decisions, and headline-friendly gimmicks like pumping the breaks on the Breaking News banner. But are Zaz and Licht hitting pause on Zucker’s other, less-discussed powerhouse, CNN Digital?
William D. Cohan
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June 29, 2022
The Billion-Dollar Book Deal of the Century
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?
Dylan Byers
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June 29, 2022
Is There Life After Maddow?
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.
William D. Cohan
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June 26, 2022
Crypto Civil War & Wall Street’s ‘24 Agenda
News and notes on Bitcoin’s true believers, BuzzFeed’s self-immolation, Buffett’s $19 million meal, and the cynical upside of divided government.