- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Yahoo core business worth less than 0
Posted on 9/24/14 at 11:55 am
Posted on 9/24/14 at 11:55 am
I'm going to buy it and liquidate = profit
anybody want in?
ETA: just to clarify, I going to buy the whole company, not just some stock
anybody want in?
ETA: just to clarify, I going to buy the whole company, not just some stock
This post was edited on 9/24/14 at 1:59 pm
1
Posted on 9/24/14 at 12:24 pm to Ole War Skule
Where are they getting that $5b valuation for Yahoo Japan, is that publicly traded?
nm - I see. LINK
nm - I see. LINK
This post was edited on 9/24/14 at 12:33 pm
Posted on 9/24/14 at 1:40 pm to sneakytiger
Sounds like it is time to buy Yahoo stock.
Posted on 9/24/14 at 1:50 pm to lynxcat
Or short Yahoo Japan or Alibaba
Posted on 9/24/14 at 4:35 pm to sneakytiger
I think the proper play here would be to buy Yahoo stock and some cheap put options for Alibaba as a hedge against the chance that its stock collapses.
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. Of course that assumes that management will be able to fend off acquisition attempts, but this still looks like a perfect candidate for a merger arbitrage investment.
Good stuff.
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. Of course that assumes that management will be able to fend off acquisition attempts, but this still looks like a perfect candidate for a merger arbitrage investment.
Good stuff.
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....
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
Posted on 9/24/14 at 7:26 pm to Doc Fenton
Is Marissa not working out or does yahoo just have a non-competitive business model?
Posted on 9/25/14 at 7:23 am to Sigma
I don't know. I think it's a mixture of a temporary pricing anomaly due to Alibaba's quick ascent, and Yahoo having a non-competitive business model.
I'm not aware of any missteps or bad strategic decisions on Marissa's part, although honestly, I haven't really been paying attention lately either, so it might be best to ask another person.
I'm not aware of any missteps or bad strategic decisions on Marissa's part, although honestly, I haven't really been paying attention lately either, so it might be best to ask another person.
Posted on 9/25/14 at 8:52 am to Doc Fenton
I'm certainly no expert on the stock, but I think people see Yahoo as an late stage Blackberry or AOL; an early innovator that was left in the dust that has no chance of regaining credibility.
but...if you Google her, the 1st 3 pages are mostly about her being 2 hours late for a dinner meeting, her ban on telecommuting, and other silly topics. She really doesn't seem to have respect normally given to a CEO.
Some companies can just do no wrong in the eyes of the market, others can't do anything right. Herd mentality.
but...if you Google her, the 1st 3 pages are mostly about her being 2 hours late for a dinner meeting, her ban on telecommuting, and other silly topics. She really doesn't seem to have respect normally given to a CEO.
Some companies can just do no wrong in the eyes of the market, others can't do anything right. Herd mentality.
Posted on 9/25/14 at 11:17 am to Doc Fenton
quote:
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.
Those of us that recall this massively shitey deal will never trust Yahoo no matter who is running the company:
Yahoo to buy worthless Broadcast dot com and make Cuban ultra wealthy
Posted on 9/25/14 at 4:31 pm to Ole War Skule
tirebiter quote:
She really doesn't seem to have respect normally given to a CEO.
Oh I don't know about that. I think it's more a matter of her being a quasi-celebrity CEO that transcends the usual business media, thus generating a bunch of silly articles geared toward the mass public.
I think most business media articles I've read about her have been mostly positive, with the added warning on the end of almost every story that she will have to end up producing one day soon. It is a very tough thing to try to resurrect a business model than most have already presumed dead.
Page 1 of 1
Back to top
Follow TigerDroppings for LSU Football News