Enjoyed revisiting my M&A reporter days for FT Alphaville. The M&A beat is messy and folks don't appreciate how and why deals leak. My piece explores some of the reasons why.
The SEC's proposal to eliminate quarterly earnings requirements will likely hit retail investors hardest and further tilt the playing field in favor of professional investors, increasing volatility in the process.
Our latest blog explores the debate.
https://t.co/crlWoOMcMR
.@coatue_thomas describes how a meeting with Steven Spielberg eventually taught him how to pitch companies.
"Steven said, 'Every great story can be pitched in three sentences, no matter what the story was.'"
"In three sentences you got the whole movie. And what I realized is it takes a true understanding of story to be able to crystallize it in three sentences."
"All the great investors that I've met, like Stan Druckenmiller, my brother Philippe, or Dan Loeb, they have an ability to take any kind of story and just drill it down into its essence to what the key pivot points are that are going to make or break that stock at that particular moment."
From his appearance on the show last month.
Michael was one of the very good ones. He was the first banker who ever gave me an interview, back when I was a trade-pub reporter who knew literally nothing about M&A. He helped me make sense of Goldman, which he was incredibly fond of and also clear-eyed about, when I was thrown onto the beat completely unprepared. He had good stories from old Wall Street, and great hair. I’ve missed talking to him over the last few years, and sad that I won’t get to anymore.
https://t.co/YQrqBhQKSN
Why does the media love covering private credit? @EdHammondNY explores what drives the media's insatiable appetite for all things private credit in our latest CS Insights blog, which features commentary from Sujeet Indap, Lauren Thomas and Liz Hoffman.
https://t.co/ygZ8fTvOKM
One thing that blows about losing pitches, much like getting beat on scoops, is the relentless ad-spam for said company's products for weeks thereafter
🚨overnight scoop confirmed - COP to buy MRO beating Devon Energy in close race - story below will be updated soon with all the key details but as indicated last night no major premium, all-stock🚨
ConocoPhillips in advanced talks to buy Marathon Oil https://t.co/yfnRwZNZTs @ft
Megan Boni’s recording has been turned into electronic remixes and danced to by New York clubgoers. Will it be the song of the summer for finance bros? https://t.co/cTpGbtjXOS via @crystalttc