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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
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Ken Basin
2
1
Is Paramount Really Going to Leave California to Get Its Acquisition of Warner Bros. Discovery Done?
We interrupt our regularly scheduled speculation about one mega-corporate transaction with breaking "news" and speculation about a different…
Jul 13
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Ken Basin
2
1
"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
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Ken Basin
1
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
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Ken Basin
1
No Justice, No Peace, No CEOs in Fleece
Let's try to acknowledge the people who will feel the pain here, and marvel at how much money one CEO can be paid to inflict it, without getting too…
Mar 12
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Ken Basin
1
1
Heads, Netflix Wins. Tails, Netflix Doesn't Lose.
How did Netflix manage to engineer a bidding war in which, whether or not the company "won," it could still declare victory?
Mar 11
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Ken Basin
1
Surely THIS Time Will Be Different!
Mega-mergers are the corporate strategy that never goes out of style — no matter how often (and consistently) they end in disaster. Can David Ellison…
Mar 10
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Ken Basin
1
The Billionaire's Heart Wants What the Billionaire's Heart Wants
Is Paramount's victory in its battle against Netflix a sign of Hollywood finally getting the kind of leadership needs? Or just the kind leadership it…
Mar 9
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Ken Basin
8
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