Member Brief: A Corrected Analysis

The two objections came within six minutes of the No. 349 letter hitting inboxes, most importantly from Brian Morrissey, the President of Digiday Media. Another major CPG CEO reached out privately. The three of them together are a Voltron of criticism. Morrissey, who I’ve spoken to on occasion through direct message, email, and once at a dinner for friends of The Chernin Group, linked to edition with a screenshot of what you see above. Morrissey and Ali’s arguments were simple and valid, the delta between where The Information sits in estimated earnings ($9-12M) and $100M is too wide to be credible.

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