The Fershman Journal — Tomorrow's News Delivered Today
The Fershman Journal — Tomorrow's News Delivered Today
The Fershman Journal — Tomorrow's News Delivered Today
At The Fershman Journal, we provide insightful analysis and commentary on global markets and financial policies. Join us as we explore the strategies that drive business success.
At The Fershman Journal, we provide insightful analysis and commentary on global markets and financial policies. Join us as we explore the strategies that drive business success.
At The Fershman Journal, we provide insightful analysis and commentary on global markets and financial policies. Join us as we explore the strategies that drive business success.
Featured
Featured
Healthcare
The Globalisation of Digital Health
Jack Breaks
and
Judy Lin
Logistics & Supply Chains
The Fiber Bet
Audrey Kim
Tech
The $100 Billion AI Arms Race
Brayden Gibeau-Stannard
Macro Risks
The Two Shocks to America’s Workforce
Corbeau Martin Caldwell
Macro Risks
The Office Market’s New Reality
Diya Mangaraj
M&A and Restructuring
The Battle for Hollywood’s Crown Jewels
Shaurya Vohra
Consumer
A Bet on Hits, Not Streams
Samuel Regelman
Tech
An AI Strategy in Search of a Business Model
Yessica Jain
Logistics & Supply Chains
Buying Scale at a Price
Safiia Mirgalimova
Forecasts & Scenarios
Why OneStream Traded Public Scrutiny for Hg’s Deep Pockets
Adam Gurevich
Healthcare
The Globalisation of Digital Health
Jack Breaks
and
Judy Lin
Hims & Hers’ $1.15bn acquisition of Eucalyptus signals a shift from local telehealth startups to global platforms. By controlling the distribution of weight-loss drugs, the company is betting on subscription healthcare at scale.
Logistics & Supply Chains
The Fiber Bet
Audrey Kim
Verizon’s $20bn acquisition of Frontier is a wager on fiber as the backbone of future connectivity. While the technology promises scale and resilience, the deal’s success depends on execution and returns that justify its heavy cost.
Tech
The $100 Billion AI Arms Race
Brayden Gibeau-Stannard
Record-breaking funding rounds for Anthropic and OpenAI mark a new phase in the AI race. With vast sums flowing into compute and scale, the battle is no longer about ideas, but about who can afford to build intelligence first.
Macro Risks
The Two Shocks to America’s Workforce
Corbeau Martin Caldwell
AI driven layoffs and immigration crackdowns are hitting the labor market at once. As white- and blue-collar jobs disappear, weakening consumer confidence threatens the spending that underpins the American economy.
Macro Risks
The Office Market’s New Reality
Diya Mangaraj
Post-pandemic shifts have broken the traditional real-estate cycle. Demand is no longer rebounding evenly, but concentrating in top-tier spaces, leaving weaker offices behind and forcing cities to rethink how to repurpose surplus supply.
M&A and Restructuring
The Battle for Hollywood’s Crown Jewels
Shaurya Vohra
Paramount’s victory over Netflix for Warner Bros. Discovery marks a defining moment in media consolidation. The deal promises scale and control over premium content—but now faces intense scrutiny over its implications for competition.
Consumer
A Bet on Hits, Not Streams
Samuel Regelman
In India’s booming but under-monetized music market, UMG is betting on global breakout hits. Without international success, even a steady pipeline of soundtracks may fail to justify the investment.
Tech
An AI Strategy in Search of a Business Model
Yessica Jain
Meta’s latest acquisition highlights a widening gap between ambition and execution. Despite heavy investment, the company has yet to define how AI will reshape its advertising-driven model or deliver meaningful returns.
Logistics & Supply Chains
Buying Scale at a Price
Safiia Mirgalimova
Hapag-Lloyd’s $4.2bn bid for ZIM highlights shipping’s relentless drive for scale. The deal promises stronger routes and cost synergies, but political tensions, falling revenues, and national-security concerns make its payoff far from certain.
Forecasts & Scenarios
Why OneStream Traded Public Scrutiny for Hg’s Deep Pockets
Adam Gurevich
Hg Capital’s $6.4bn take-private of OneStream exposes a market disconnect: public investors punished short-term losses, while private equity saw long-term dominance in CFO software. What looked like weakness became a bargain for patient capital.
Healthcare
The Globalisation of Digital Health
Jack Breaks
and
Judy Lin
Hims & Hers’ $1.15bn acquisition of Eucalyptus signals a shift from local telehealth startups to global platforms. By controlling the distribution of weight-loss drugs, the company is betting on subscription healthcare at scale.
Logistics & Supply Chains
The Fiber Bet
Audrey Kim
Verizon’s $20bn acquisition of Frontier is a wager on fiber as the backbone of future connectivity. While the technology promises scale and resilience, the deal’s success depends on execution and returns that justify its heavy cost.
Tech
The $100 Billion AI Arms Race
Brayden Gibeau-Stannard
Record-breaking funding rounds for Anthropic and OpenAI mark a new phase in the AI race. With vast sums flowing into compute and scale, the battle is no longer about ideas, but about who can afford to build intelligence first.
Macro Risks
The Two Shocks to America’s Workforce
Corbeau Martin Caldwell
AI driven layoffs and immigration crackdowns are hitting the labor market at once. As white- and blue-collar jobs disappear, weakening consumer confidence threatens the spending that underpins the American economy.
Macro Risks
The Office Market’s New Reality
Diya Mangaraj
Post-pandemic shifts have broken the traditional real-estate cycle. Demand is no longer rebounding evenly, but concentrating in top-tier spaces, leaving weaker offices behind and forcing cities to rethink how to repurpose surplus supply.
M&A and Restructuring
The Battle for Hollywood’s Crown Jewels
Shaurya Vohra
Paramount’s victory over Netflix for Warner Bros. Discovery marks a defining moment in media consolidation. The deal promises scale and control over premium content—but now faces intense scrutiny over its implications for competition.
Consumer
A Bet on Hits, Not Streams
Samuel Regelman
In India’s booming but under-monetized music market, UMG is betting on global breakout hits. Without international success, even a steady pipeline of soundtracks may fail to justify the investment.
Tech
An AI Strategy in Search of a Business Model
Yessica Jain
Meta’s latest acquisition highlights a widening gap between ambition and execution. Despite heavy investment, the company has yet to define how AI will reshape its advertising-driven model or deliver meaningful returns.
Logistics & Supply Chains
Buying Scale at a Price
Safiia Mirgalimova
Hapag-Lloyd’s $4.2bn bid for ZIM highlights shipping’s relentless drive for scale. The deal promises stronger routes and cost synergies, but political tensions, falling revenues, and national-security concerns make its payoff far from certain.
Forecasts & Scenarios
Why OneStream Traded Public Scrutiny for Hg’s Deep Pockets
Adam Gurevich
Hg Capital’s $6.4bn take-private of OneStream exposes a market disconnect: public investors punished short-term losses, while private equity saw long-term dominance in CFO software. What looked like weakness became a bargain for patient capital.
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