So I can’t believe it’s been more than a month since my last post. This was not an intended leave or anything like that, time just flew by. Preparing for the summer, going away and things like that. Anyway, I do intend to keep posting here regularly. Hopefully I don’t have a gap of an…
Tag: YHOO
YHOO Deal?
There is talk out there that Softbank and Alibaba is going to bid $17 billion for Yahoo’s Asian holdings in some sort of tax free deal. I don’t know what the real term sheet looks like, it was just on CNBC. But let’s take a quick look to jot down some of th facts. Here’s…
Alibaba Worth $32 Billion, Yahoo Worth?
Figuring out the value of Alibaba Group was a bit of a parlor game as Alibaba Group has dominant businesses that are not listed. Alibaba.com is the only listed entity in the group. The value of Alibaba Group is a crucial factor in determining the value of Yahoo Inc. (YHOO) stock. I posted Dan Loeb’s…
Yahoo Worth More Than $20/Share!
Yahoo has been an interesting ‘stub’ trade, or sum-of-the-parts play by some prominent value investors. Most recently, David Einhorn of Greenlight Capital took a large stake and then dumped it when he was frustrated by the problems caused by Yahoo’s handling of the Alibaba/Alipay situation. This story got a bit interesting again as the board…