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re: Yahoo core business worth less than 0
Posted on 9/24/14 at 5:10 pm to Doc Fenton
Posted on 9/24/14 at 5:10 pm to Doc Fenton
quote:
The most rational market hypothesis here would seem to be that the market believes that Yahoo will take all the free cash flow it will get from Alibaba and use it to invest in shitty projects that will result in negative core earnings
exactly, the market has absolutely ZERO confidence in management...they're actually making money and alexa says 4th top web site in the world!
talk about no respect
they obviously know something I don't though as I'm under water badly on some oct 18 42 calls....
1
Posted on 9/24/14 at 6:14 pm to Ole War Skule
It's reminiscent of the situation with 3Com's spinoff with Palm in 2000. I have absolutely nothing to invest right now, but if I did, I would make a play at this fwiw. I really can't think of a good reason why not to go after it.
Maybe I just like Marissa Mayer too much... <3
Maybe I just like Marissa Mayer too much... <3
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