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YHOO
The roller coaster that is Yahoo (YHOO) has made an abrupt change of course bringing on Marissa Mayer from Google as its Chief Executive Officer.  Mayer is very young (37) and she has a great background having been very successful in many of Google’s most important businesses.  It is very important that Yahoo get’s this...
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Kudos to Yahoo for getting this deal done with Alibaba despite the Scott Thompson debacle.  This should remove a significant overhang for the stock and the price seems quite reasonable.  The biggest risk now for Yahoo shareholders would be a poor acquisition that would be value destructive. http://online.wsj.com/article/SB10001424052702304019404577416571623411072.html?mod=WSJ_hp_LEFTWhatsNewsCollection INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS....
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We’ve alluded to the inherent value of Yahoo’s (YHOO) assets, and the fact that you are basically getting their search and display business for free.  News coming out that they may be close to selling 20% of Alibaba for $7 billion is extremely positive for the company.  While the tax implications are huge the market...
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Yahoo CEO Scott Thompson is making the tough decisions that must be made if efforts to turnaround Yahoo are going to be successful.  Yahoo is a company with excellent assets but no growth in their core businesses of display advertising and search.  I’m anxious to learn more about Thompson’s plan to more effectively grow revenues....
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I think Yahoo (YHOO) made a very intelligent move protecting their patent and going after Facebook at this juncture.  They made a similar move when Google (GOOG) was going public and they ended up settling which I think is likely in this case as well.  Facebook doesn’t want litigation like this lingering around during the...
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In the most recent shareholder letter Daniel Loeb talks about interesting investments in Unicredit and Yahoo.  Loeb’s involvement is certainly a positive for Yahoo as we have long argued that the sum of the parts is worth far greater than the current price.  Scott Thompson seems to be the man for the job and I...
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This article talks about Hedge Fund Investor Daniel Loeb getting more active with Yahoo.  This is a real positive as I have no confidence whatsoever in the Yahoo Board of Directors which have been a disaster ever since they rejected Microsoft’s $31 a share offer. I think that Yahoo should create a tracking stop for...
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