
Jon Lafayette
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Wall Street Bets on Box Office Resurgence
Investors are upbeat about movie theaters after a boffo 2026
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Hello Sunshine, Goodbye Cash
The Ledger: When seasoned Hollywood operators take a 90+% hit on a startup headed by an A-list star, the industry takes notice
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Can Skydance Break the Media M&A Curse?
The Ledger: Money managers and analysts weigh in on the ramifications of the mega merger
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Investor Ross Gerber on Undervalued Media Stocks
In this week’s The Ledger, Gerber breaks down where the money should be flowing
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Investing in the Next Generation of Soccer Stars
The Ledger: Sports tech provider Nomadar just bought Fox Soccer Academy
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An Ad Tech Firm Is on the Hunt for Smart AI Bets
The Ledger: OpenAI and Anthropic look to rein in the power of artificial intelligence before it destroys the worldrt AI Bets
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Rich Greenfield on AI’s Value in Investing — and Why Spotify Doesn’t Get Enough Credit
The Ledger: The Lightshed Ventures analyst pulls back the curtain on how AI is being used in some of the companies he’s invested in
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SiriusXM Gets a Big Wall Street Endorsement
Deutsche Bank analyst Bryan Kraft boosted his rating to “buy”
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If Paramount Needs to Sell Networks, Who Would Buy?
Anyone want to buy TBS? Anyone?
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How the Knicks Win on Wall Street
The Ledger: With the Los Angeles Lakers hitting a record valuation of $12.5 billion, now is a good time to own a sports team
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Will Lionsgate Be Sold?
The pressure is on from an activist investor for the company behind “John Wick” and “The Hunger Games” to sell
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The Ledger: Wall Street’s Take on the Broadcast Cap Removal
Plus, a cheat sheet to this week’s busy earnings results
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Why Talent Agencies Are Hot With Investors
This week’s The Ledger also digs into more M&A deals and the continued saga of Paramount-WBD
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Do Investors See an ‘Odyssey’ Bump?
In this week’s The Ledger, we look at the effect of Christopher Nolan’s film on the bottom lines for theaters and movie studios
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Versant’s Been on a Quiet Buying Spree
The Ledger: The company has been busy in the M&A arena
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