The Comcast/NBCU Split

The Billionaire's Heart (Still) Wants What the Billionaire's Heart Wants

I know it seems unimaginable. And it's too early to start workshopping UniWarnerMount-like portmanteaus just yet. But don't sleep on David Ellison — or…

Jul 17 • Ken Basin

"Bigger Is Better" Is Dead; Long Live "Bigger Is Better!"

Comcast's decision to spin off NBCU isn't a ruse, and it doesn't mean that scale has suddenly gone out of style — only that, in the eyes of our investor…

Jul 10 • Ken Basin

Don't Panic; There Will Be Plenty of Time for That Later

It's surprising (and nice!) to see the town so sanguine... I'm not here to rile anyone up. That will come in Part 3.

Jul 3 • Ken Basin

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