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William D. Cohan

A bestselling author, renowned financial journalist, and former M&A banker, covering what’s really happening on Wall Street.

THE LATEST ARTICLES
NEWSLETTERS
There were a few Easter eggs in Bob Iger’s analysis of Disney’s quarterly performance that may appease Nelson Peltz.
William D. Cohan • November 15, 2023
Iger’s Living Peltz
Will embattled Disney chief Bob Iger manage to ward off a looming proxy fight with Trian’s hyper-aggressive activist investor Nelson Peltz after his latest incursion into Disney’s cap table?
Since the start of the WBD journey, according to David Zaslav, the company has paid down $12 billion of debt and is generating “over $5 billion in free cash flow” at the moment.
William D. Cohan • November 12, 2023
Zaz-Adjusted EBITDA
An examination of the hidden green shoots at WBD. Plus, notes on the latest maneuvers at BDT & MSD Partners, and how S.B.F.’s downfall is reverberating through the crypto universe.
Copeland portrays Dalio as a cruel-hearted megalomaniac who delighted in reducing his partners—to say nothing of many others who work at Bridgewater—into insecure, quivering piles of jello.
William D. Cohan • November 8, 2023
The Shape of Bridgewater
A wide-ranging conversation with Rob Copeland, the author of a provocative new book about Ray Dalio and his hedge fund.
Bridgewater founder Ray Dalio in 2019.
William D. Cohan • November 5, 2023
Dalio Dish, Shari’s Bounce & Mungerology
News and notes and the latest intrigue swirling around Wall Street: what’s in the Dalio book, Munger’s wisdom, and Shari’s choice.
Could there ever be a proverbial “run on the bank” at Bank of America, as there was at SVB earlier this year?
William D. Cohan • November 1, 2023
The BofA $136B Dynamite Stick
Bank of America has what appears to be $136 billion of unrealized losses on its balance sheet. Is this a material nightmare, or simply an explanation for why its market cap is half of the Bank of Dimon?
Ari Emanuel’s Endeavor has always been either hard to understand or misunderstood.
William D. Cohan • October 29, 2023
Endeavor Fever & Wall Street Succession Moves
News and notes from around Wall Street: Ari’s take-private idea, Jamie Dimon’s stock sale, and James Gorman’s newly-appointed successor.
Among its myriad problems, SVB lost sight of the fact that it was… a bank.
William D. Cohan • October 25, 2023
Confessions of a Former SVB Executive
It was always a mystery how Silicon Valley Bank’s leadership could have made such basic, preventable mistakes. To get answers, I spoke with a former executive at SVB, who witnessed the insanity firsthand.
jimmy pitaro
William D. Cohan • October 22, 2023
The $2.9 Billion ESPN Valuation Question
In Disney’s “everything on the table” era, figuring out what to do with ESPN may come down to some consensus of what the asset is worth. I have an answer.
“I’m looking at an overmedicated young man“ said The Mooch. “It’s almost Shakespearean.”
William D. Cohan • October 18, 2023
The Mooch’s Remembrance of S.B.F.’s Past
Candid reflections on the past, present, and future of the former crypto boy king, from a brief, one-time wingman.
Sam Bankman-Fried seemed like a classic Michael Lewis character.
William D. Cohan • October 15, 2023
“Infinite” Jest
Thoughts on S.B.F. and the Michael Lewis of it all.
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