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Memo #20: Is it time for Pinault to ...
A lot to cover at the moment without even commenting on geopolitics:
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Memo #19: John Malone's End-game?
Zaznomics, Malone, and the split of WarnerBrothersDiscovery; also, Cathie Math.
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Memo #18: You're as smooth...as Tennessee Whiskey
Plus: Shari, Larry and Paramount
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Memo #17: The company that owned a third of Canada
Plus: ASML, Zaz, Saks, and more
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1

May 2025

Memo#16: I Belieb I can Fly
Hailey Bieber just sold Rhode, her beauty line, for $800mn to e.l.f.
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Memo #15: Streaming is the New Cable
A few years ago, Disney’s box office future looked shaky.
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Memo #14: Burritos, Botox, the Billionaire Playbook
Buy Now – Panic Later
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Memo #13: NZME -- “We hear for you”?
NZME has banned media from attending its upcoming Annual Shareholder Meeting (ASM) -- unless they have express permission from the Board -- a little…
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Memo #12: Sketchers investors get a sketchy deal
We can’t say we ever think about Sketchers, the sneaker brand that makes, famously, shoes for geriatrics and bizarrely often has an ad in Vogue…
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Memo #11: A Valentino surprise at Kering | Airbnb would like to be an everything app
Well, you can’t accuse Kering of ever being boring. Ex-Valentino designer Pierpaolo Piccioli has been appointed (Valentino is partially owned by…
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Memo #10: AAA Demise and is Estée’s Messtee over?
The Last AAA Falls
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Memo #9: May the odds be ever in your favour
How our psychology doesn't help investing
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