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NEWSLETTERS
The fundamental question facing Pitaro & Co. is whether consumers are willing to really pay up for ESPN’s content over the long term.
William D. Cohan August 27, 2023
News and notes on the hottest topics among the Meadow Club crowd as the dealmaking begins to heat up: ESPN’s potential dance partner, the hottest document making its way around town, and an around-the-corner A.I. idea.
It’s likely that Mike will still be the one making all the big decisions, for as long as he wants to make them. But the question remains: What is to be done with Bloomberg LP?
William D. Cohan August 23, 2023
News and notes on the most pressing questions around Wall Street: Goldman’s endless media headache, an M&A shotgun wedding, and succession planning inside 731.
Shari Redstone’s Paramount Global now has a market value of $9.75 billion.
William D. Cohan August 20, 2023
Notes on the Wall Street chatter animating the Sconset crowd: Shari Redstone vs. Tyler Perry, the trials of David Solomon, and Steve Schwarzman’s word on Trump.
The New York mag piece was a reflection of how bad things have gotten between David Solomon and the press.
William D. Cohan August 16, 2023
Just when it seemed as though David Solomon was in the middle of an August reprieve, the embattled Goldman C.E.O. has found himself once again in the crosshairs, via back-to-back fusillades in the media last week. “Still standing,” quipped Tony Fratto, Goldman head of communications, to me in a weekend text.


Looking at each of Iger’s recent strategic decisions, you’ve got to wonder if he may be running out of good ideas to solve Disney’s myriad of problems.
William D. Cohan August 13, 2023
Iger may be consulting Warren Buffett (and Mayer and Staggs) about his streaming options, but in the everything-on-the-table era at Disney, well, there aren’t that many options really on the table. Herewith, a Wall Street view of a Hollywood challenge.
Who would be a logical buyer, if anyone, of the slimmed-down Paramount Global?
William D. Cohan August 9, 2023
Now that S&S is coming off the books, and with BET likely next, what might a market look like for a deal-fit, debt-trimmed Paramount Global?
If Donald Trump retakes the White House, it seems unlikely that our fragile democracy could withstand another four years of his lies, irrational behavior, and vendettas.
William D. Cohan August 6, 2023
Would Donald Trump accept a radical deal to wipe his legal slate clean? Herewith, a consideration of a proposal from the heights of Wall Street.
Dan Yergin, the world-renowned energy consultant and Pulitzer-prize winning author.
William D. Cohan August 2, 2023
My wide-ranging conversation with Dan Yergin, the renowned energy consultant and Pulitzer-winner and vice chairman of S&P Global, about everything from the Chinese economy and OPEC to nuclear power and U.C.O.


S.B.F.’s biggest problem continues to emanate from John J. Ray III, the new FTX C.E.O., who has made it his mission to recover as many assets as possible for the bankrupt estate and its forlorn creditors and customers.
William D. Cohan July 30, 2023
A talmudic reading of FTX C.E.O. John Ray’s latest report.
Goldman C.E.O. David Solomon is very smart, and knows he needs to turn things around in the second half of the year.
William D. Cohan July 23, 2023
Fresh insights and analysis on what the elite Wall Street crowd is ruminating about at Sebonack these days.
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