WALL STREET
William D. Cohan
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March 2, 2022
Is Peloton an Apple or a GoPro?
Corporate turnarounds, especially in the tech sector (or wherever “connected fitness” is), are few and far between. Can Barry McCarthy, Peloton’s new C.E.O., regain the other 80 percent of his stock price?
Eriq Gardner
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February 27, 2022
Mr. Antitrust Predicts the Future of Streaming
Makan Delrahim, who led the D.O.J.’s antitrust division during the Trump administration, is back in the private sector, teaching at Penn and advising private equity firms. Here, in a long and honest conversation, he helps chart the future of media—at least from the legal perspective.
William D. Cohan
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February 23, 2022
The “SPAC King’s” B.S.
The smart money has already pulled out of Trump’s SPAC circus, just as Chamath Palihapitiya dumped his stake in Virgin Galactic. Plus: Is the Nasdaq nearing its bottom?
William D. Cohan
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February 20, 2022
Shari’s Choice, A Netflix Moment & More
Notes on Wall Street’s new streaming math, GE fan fiction, and Ford’s meme-stock temptation.
William D. Cohan
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February 16, 2022
The Secret Power Behind Zazworld
It’s the Newhouses, not John Malone, who will have the leverage to help Zaslav steer the soon-to-be Warner Bros. Discovery toward streaming glory.
William D. Cohan
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February 13, 2022
Why Diller Swung the Axe
Notes on Diller’s decision to shutter some of his magazines, Fed porn, and Liars Poker war stories.
William D. Cohan
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February 9, 2022
Zucker’s Next Move?
Media and business gossips are already speculating about Jeff Zucker’s next move once the CNN imbroglio dies down. Zucker’s tenure atop NBCU may provide some clues.
William D. Cohan
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February 6, 2022
Zaz’s Zuck Card, Fed Anxiety & The Next Youngkin
The inside conversation on Wall Street about Warner’s CNN headache, AMC’s meme-bond offering, and Jamie Dimon’s dream job.
Baratunde Thurston
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February 2, 2022
Crypto’s Colorblind Promise
For so much of U.S. history, Black people were not allowed to build wealth. But as I explore experiments in web3 and blockchain, I’m seeing a lot more Black people than I used to see in Web 1.0 and 2.0. Is the prospect of “generational wealth” the real deal?
William D. Cohan
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February 2, 2022
Of Mice and Goldman
How the most prestigious bank on Wall Street became smaller than JPMorgan Chase, Morgan Stanley, and Citi. And the M&A deals that could put it back on top.
William D. Cohan
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January 30, 2022
Ackman Buys the Dip & GE Gets the Ax
The inside conversation on Wall Street about Pershing’s new investment thesis, the wisdom of Warren Buffett, and JPMorgan in the penalty box.
Matthew Belloni
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January 28, 2022
Netflix-pocalypse: The Human Toll
Reed Hastings' recent stock swoon could portend a compensation crisis inside his executive ranks. But the right-sized valuation might just bring some competitive normalcy to the rest of the entertainment industry.
William D. Cohan
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January 26, 2022
The Jack Welch of Crypto?
Why didn’t Microsoft buy Activision with its near-all-time-high stock? Why did Michael Saylor convert MicroStrategy’s treasury reserves into Bitcoin? Perhaps it’s because, as Ray Dalio says, “cash is trash.”
William D. Cohan
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January 23, 2022
Winter Is Coming for Wall Street
Notes on Peloton’s market value collapse, Netflix’s future, M&A arbitrage, and Apollo’s next potential pound of flesh.
William D. Cohan
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January 19, 2022
The Epstein Posthumous Legal Battle
One lawyer’s quest for ten thousand pages of documents surrounding the F.B.I.’s 2006 investigation of the now-deceased predator. Plus: Notes on my dealings with the S.E.C. and Lazard Frères.
William D. Cohan
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January 16, 2022
Jamie vs. The Crypto Bulls
What’s really going on between Wall Street’s blockchain envy, bonus season at Goldman, and Larry Fink’s god complex.
Alex Kantrowitz
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January 14, 2022
Can Capitol Hill Break Its Day Trading Addiction?
Among stock traders, it’s common knowledge that you can’t consistently beat the market if you don’t have an edge. Luckily for Washington insiders, day trading is perfectly legal—and, for some, highly profitable.