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THE LATEST ARTICLES
William D. Cohan
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March 27, 2022
Crypto’s Boom & A Warren Buffett Mystery
The biggest risk-takers on Wall Street these days are looking west, to crypto funds on Sand Hill Road, or east, to the mother of all fire sales in Moscow. Plus: What I’m hearing about Buffett’s $27 million Goldman Sachs snub.
William D. Cohan
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March 23, 2022
Iger, Chapek & A Brief History of the Succession Blues
Outgoing C.E.O.s have a habit of hanging around, from time to time, ever since the days of Jack Welch. But Chapek needs to forget about Iger, execute his business plan, and let that trove of incredible Disney assets run free.
William D. Cohan
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March 20, 2022
Netflix’s New Math & A Wall Street Travesty
With markets off their euphoric highs, the conventional wisdom appears to have changed overnight for Netflix, Zaslav, and the bond desk at Goldman Sachs. Does it change the risk calculus for Shari, too?
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.
William D. Cohan
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March 13, 2022
Michael Lewis on Wall Street’s Past and Future
Sure, the days of strippers on the Salomon Brothers traders’ desks are long gone, but the iconic author has another revelation about what has changed most on Wall Street. “One of the incredible feats Wall Street has performed is preserving the businesses that aren’t really necessary anymore,” he says.
William D. Cohan
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March 9, 2022
“When the Lines of Fear and Greed Cross”
On Wall Street, the horror of Russia’s invasion of Ukraine has become a uniquely dark investing opportunity.
William D. Cohan
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March 2, 2022
Is Peloton an Apple or a GoPro?
Corporate turnarounds, especially in the tech sector (or wherever “connected fitness” is), are few and far between. Can Barry McCarthy, Peloton’s new C.E.O., regain the other 80 percent of his stock price?
William D. Cohan
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February 23, 2022
The “SPAC King’s” B.S.
The smart money has already pulled out of Trump’s SPAC circus, just as Chamath Palihapitiya dumped his stake in Virgin Galactic. Plus: Is the Nasdaq nearing its bottom?
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.
William D. Cohan
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February 16, 2022
The Secret Power Behind Zazworld
It’s the Newhouses, not John Malone, who will have the leverage to help Zaslav steer the soon-to-be Warner Bros. Discovery toward streaming glory.
