|
PREVIEW VERSION
|
|
|
|
Good afternoon, and welcome to a yuletide edition of Dry
Powder. I’m Bill Cohan, coming to you today from terra firma. Thanks to all for the excellent feedback about my voyage to faux space last week. It belatedly occurred to me to share this photo of my Zero-G journey. For the many who wondered about my galactic haircare product: It’s au naturale…
Today, I’m offering my analysis on the new cable M&A market. Steven Cahall, the equity analyst at Wells Fargo, is out with a fascinating note that ponders some potential outcomes—I agree with some of his theories, and I tender some of my own.
But first…
|
- On Apollo succession…: While it was a fun and amusing flirtation, I never really thought that Apollo C.E.O. Marc Rowan had much of a chance of becoming Donald Trump’s treasury secretary. Not only is Marc much smarter than Trump, he’s also much...
|
|
|
Instagram Teen Accounts: a protected experience for teens, guided by parents
Instagram Teen Accounts are designed to address parents’ biggest concerns, providing automatic protections for who can contact their teens and the content they can see.
The impact: Built-in limits give parents more peace of mind when it comes to protecting their teens.
Learn more
|
|
|
Can’t see the full story? You’re receiving the free version of
Dry Powder at . For full access to Puck, and to each of my colleagues, subscribe today.
|
|
|
After a year of legacy media conglomerate C.E.O.s alternately
putting “everything on the table,” the scope of the real deal activity will become clear in 1H25.
|
|
|
There’s been lots of speculation about Hollywood M&A activity next year, and for
all the obvious reasons: a new transactional Trump regime, the end of Lina Khan’s reign at the F.T.C., and of course, the recent one-two punch of Comcast’s SpinCo announcement and Warner Bros. Discovery’s gestural move to reorganize the company by separating its declining cable assets from its growing studio and streaming businesses. There’s also been a lot of chatter that the Ellisons and Gerry Cardinale might engage in some
form of a linear roll-up—a deal with a competitor, a spin, etcetera—once their deal to acquire Paramount Global closes, which is expected as soon as...
|
|
|
Join Puck’s chief political columnist, John Heilemann, as he roams the corridors of power and influence in
America on this twice-weekly interview show, taking you beyond the headlines with the people who shape our culture: icons and up-and-comers, incumbents and insurgents, moguls and machers in the overlapping worlds of politics, entertainment, tech, business, sports, media, and beyond. The conversations are rich and revealing, unrehearsed and unexpected… and reliably impolitic. A Puck-Audacy joint, new episodes drop every Wednesday and Friday.
|
|
|
An insider-friendly tip sheet from Matthew Belloni, who spent 14 years in the trenches at The Hollywood Reporter
and five before that as an entertainment lawyer. Subscribers also receive What I’m Hearing+, a companion email focused on entertainment law, the streaming industry, and more.
|
|
|
Need help? Review our FAQ page or contact us for assistance. For brand partnerships, email ads@puck.news.
You received this email because you signed up to receive emails from Puck, or as part of your Puck account associated with . To stop receiving this newsletter and/or manage all your email preferences, click
here.
|
Puck is published by Heat Media LLC. 107 Greenwich St, New York, NY 10006
|
|
|
|
_01JFB1GH9T74QMXMDNSSWY8WS1.jpg "Instagram")
