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Rivian

A.G. Sulzberger
William D. Cohan • August 14, 2022

Barbarians at the Times

More notes on ValueAct’s Sulzberger love tap, plus Rivian’s latest correction, and Elon’s Twitter liquidity headfake.
William D. Cohan • February 20, 2022
Shari’s Choice, A Netflix Moment & More
Shari Redstone
Notes on Wall Street’s new streaming math, GE fan fiction, and Ford’s meme-stock temptation.
William D. Cohan • February 13, 2022
Why Diller Swung the Axe
Barry Diller
Notes on Diller’s decision to shutter some of his magazines, Fed porn, and Liars Poker war stories.