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WALL STREET

Bob Iger

Iger, Chapek & A Brief History of the Succession Blues

Outgoing C.E.O.s have a habit of hanging around, from time to time, ever since the days of Jack Welch. But Chapek needs to forget about Iger, execute his business plan, and let that trove of incredible Disney assets run free.
William D. Cohan • March 23, 2022
William D. Cohan • March 20, 2022
Netflix’s New Math & A Wall Street Travesty
Reed Hastings and Ted Sarandos
With markets off their euphoric highs, the conventional wisdom appears to have changed overnight for Netflix, Zaslav, and the bond desk at Goldman Sachs. Does it change the risk calculus for Shari, too?
William D. Cohan • March 16, 2022
Should Shari Redstone Flip CBS News?
Shari Redstone
Redstone likely can’t sell Paramount Global—oh, that name—until she finds a way to offload its broadcast and local news assets. For private equity dealmakers, here’s where things could get interesting.
Michael Lewis
William D. Cohan • March 13, 2022
Michael Lewis on Wall Street’s Past and Future
Sure, the days of strippers on the Salomon Brothers traders’ desks are long gone, but the iconic author has another revelation about what has changed most on Wall Street. “One of the incredible feats Wall Street has performed is preserving the businesses that aren’t really necessary anymore,” he says.
David Fenkel and Daniel Katz
Matthew Belloni • March 11, 2022
The Cool Kids of NY Film Are Now Worth $2.5B
Inside Hollywood, A24 has always punched above its weight for an indie studio. Now the arty New York media brand is trading on its hipster ethos for $225 million in private equity cash—and, in this overheated market, why not?
Sam Zell
William D. Cohan • March 9, 2022
“When the Lines of Fear and Greed Cross”
On Wall Street, the horror of Russia’s invasion of Ukraine has become a uniquely dark investing opportunity.
Peloton CEO Barry McCarthy
William D. Cohan • 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?
Makan Delrahim
Eriq Gardner • 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.
Chamath Palihapitiya
William D. Cohan • 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?
Shari Redstone
William D. Cohan • 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.
Steven Newhouse
William D. Cohan • 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.
Barry Diller
William D. Cohan • 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.
Jeff Zucker on the set of The Today Show
William D. Cohan • 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.
David Zaslav
William D. Cohan • 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.
Digital currency
Baratunde Thurston • 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?
Lloyd Blankfein, David Solomon and Stephen Scherr
William D. Cohan • 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.
Bill Ackman at the 2021 US Open
William D. Cohan • 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.
Netflix Golden Globes party
Matthew Belloni • 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.