Dear Reader,
It’s been a wild, fascinating, and occasionally harrowing first quarter on Wall Street. Between the war in Ukraine, the tech stock correction, surging inflation, and a series of industry-redefining media mergers, I’ve been working around the clock to bring the Puck community the inside conversation about the top stories of the day. Below, you’ll find a curated list of my latest dispatches, which I hope will help you cut through the noise.
Additionally, this Thursday (4/14), I’ll be holding an off-the-record conference call for Puck Inner Circle Subscribers. This is our highest tier of membership, complete with access to live events, new product features, and off-the-record calls like this one.
If you upgrade to our Inner Circle tier before Thursday, you’ll receive an invitation to my call, plus access to all future Inner Circle events.
To do so, use the link below or go to My Account > Billing > Update Plan and select Inner Circle. Upon selection, your card on file will be charged for the upgrade, and you’ll immediately become a member of our Inner Circle for the remainder of your subscription.
Hope to have you on the call!
William D. Cohan (April 10, 2022)
As ever on Wall Street, the smart get greedy when retail gets fearful. Plus: A history of Goldman scandals and the sports deal of the decade.
William D. Cohan (March 30, 2022)
In our age of Robinhood short squeezes and AMC apefests, social media influence is becoming the people’s leverage in the world of professional finance—where money is usually made from money. Now Animal Capital, a pioneering V.C. firm, is treating social media follower counts like real capital.
William D. Cohan (March 27, 2022)
During the peak of his powers, Will Smith submitted to the worst possible instincts, allowing what should have been his brightest moment to reveal his own shadow through an act of violence. Smith’s meandering and pained Oscars acceptance speech was couched in the language of abuse.
William D. Cohan (March 23, 2022)
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.
We look forward to you joining us.
With gratitude, William D. Cohan
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