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SoftBank

William D. Cohan • May 14, 2023

Iger’s Existential Question

There’s no erasing his historic earlier tenure at Disney, but the company is looking increasingly vulnerable, especially since Iger’s last big deal will likely be the $9 billion he’d spend to buy Hulu.
William D. Cohan • January 23, 2022
Winter Is Coming for Wall Street
SoftBank Group CEO Masayoshi Son
Notes on Peloton’s market value collapse, Netflix’s future, M&A arbitrage, and Apollo’s next potential pound of flesh.
William D. Cohan • November 21, 2021
Elizabeth Holmes, SoftBank’s China Woes & More Tesla Inanity
elizabeth holmes and joe biden
Plus: Giving thanks for some of the greatest Wall Street dealmakers of all time.