Shari Redstone
William D. Cohan
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March 16, 2022
Should Shari Redstone Flip CBS News?
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.
Matthew Belloni
& William D. Cohan
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March 6, 2022
Shari’s Choice, Zaslav’s CNN & Hollywood’s Russia Problem
The inside conversation at the nexus of Hollywood and Wall Street.
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.
Matthew Belloni
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February 18, 2022
Shari Redstone Stares Into the Streaming Abyss
Paramount+ did what Wall Street asked—and investors responded by urinating all over the parent company’s stock. As ViacomCBS becomes Paramount Global and the economics of streaming fall to earth, is chasing Netflix a winning model after all?
Dylan Byers
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January 21, 2022
What’s Brian Roberts Gonna Buy Now?
After missing out on 21st Century Fox and the Zaz-Warner merger, Comcast seemed like a natural acquirer for Activision. But $69 billion of Microsoft’s money later, is there a plan B?
Matthew Belloni
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January 7, 2022
The Triumph and Tragedy of ‘Yellowstone’
The story of Yellowstone is the story of modern Hollywood—complete with all the egos, dysfunction, botched strategy pivots, the #metoo movement, and, despite it all, incredible creative execution and financial windfalls. Here’s what actually happened, according to multiple sources close to the show.
William D. Cohan
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December 12, 2021
Tesla Voodoo, BuzzFeed’s I.P.O. & Shari’s ‘Succession’ Endgame
As the infamous Mike Milken once said, “When the ducks are quacking, you have to feed them.” The ducks are doing some serious quacking these days.
William D. Cohan and Dylan Byers
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November 24, 2021
MSNBC Panic, The Reign of Redstone & The Murdochs’ ‘Succession’ Drama
Inside the dynastic politics, boardroom dramas, and M&A land-grabs that are reshaping the media-tech-financial landscape.
William D. Cohan
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November 7, 2021
The Agony of the Tesla Shorts & Shari vs. ‘Succession’
Regarding the most pressing questions on Wall Street and in my inbox.