Hypocritical Yahoo! Says Icahn Fit to Serve as Director But Loeb Isn't
Here are all the ways that Yahoo! and Scott Thompson are being hypocritical and disingenuous in not inviting Dan Loeb to join the board immediately.
Read the full Forbes post
Thursday, April 12, 2012
Wednesday, April 11, 2012
CNBC Video: How do Activist Investors Help Companies?
My CNBC appearance from earlier this afternoon discussing activist investors and Yahoo!
[Long YHOO]
Yahoo Should Cut More Jobs, Ironfire's Jackson Says
April 10 (Bloomberg) -- Eric Jackson, president and founder of Ironfire Capital LLC, talks about the outlook for Yahoo! Inc. He speaks with Emily Chang on Bloomberg Television's "Bloomberg West." (Source: Bloomberg)
Sphere: Related Content
Tuesday, April 10, 2012
Facebook-Instagram: Here Comes the Flood
NEW YORK (TheStreet) -- "Kodak Goes Bankrupt and Instagram is worth a Billion Dollars. 2012, y'all"
That was a tweet from @benhjacobs that I retweeted Monday and immediately got hundreds of retweets from my followers.
For some reason, it seemed to capture the sense of awe from many over the significant milestone.
But it also gets at something else that's amazing in this story. How a small little photo application can be worth so much more -- in such a short time -- compared to an American icon. It says just how important "mobile" is in the business world today.
Sphere: Related Content
Sunday, April 08, 2012
5 Lessons from Mike Wallace's Life for All of Us
The world has lost a giant in Mike Wallace. He was fearless. Let's hope we can all learn from how he lived his life to improve our own.
Read the full post on Forbes
Thursday, April 05, 2012
The Case for Why The New York Times Will Disappear As We Know It By 2015
The New York Times (NYT) is arguably the most respected newspaper in the world with some fantastic journalists and editors.
Yet, it’s a financial basket-case with a business model that appears woefully mismatched for the iPad era.
Looking back at some historical trends in the Times’ own financial disclosures, the following presentation is my case for why I don’t see the Times existing as a stand-alone entity as we know it today after 2015. Other traditional newspapers will face a similar fate even earlier.
Sphere: Related Content
Wednesday, April 04, 2012
Why Sarah Lacy and Andrew Ross Sorkin Are Both Wrong about the JOBS Act and Groupon
Sarah Lacy recently attacked Andrew Ross Sorkin for being too "Wall Street-minded" in attacking the JOBS Act and Groupon. Here's why they're both wrong and why Lacy needs to be less "Silicon Valley-minded."
Read the full post on Forbes
Two Things That Must Happen Before Yahoo! Can Be Acquired
Today's 2000 job cuts at Yahoo! are a necessary first step. If any buyer is going to buy the company longer-term, they need to cut more and also present more clarity around their Alibaba stake.
Read the full post on Forbes
Monday, April 02, 2012
Justification for how Apple can get to $1,650/share by 2015
This is a presentation from March 15th at the Apple Investor Conference in LA about the next growth areas for Apple. It led to a later Forbes article I wrote on why I think Apple’s stock is going to $1,650 by the end of 2015. I don’t think Apple can keep growing at 90% a year, but 60% seems doable.
Aapl growth 315
View more presentations from Eric Jackson.
[Long AAPL] Sphere: Related Content
Saturday, March 31, 2012
Fox Business: Apple Shares Headed for $1,600?
Ironfire Capital founder Eric Jackson on why he predicts Apple could rise to more than $1,600 a share by 2015.
[Long AAPL]
Friday, March 30, 2012
Amazon May Be a Potential RIM Buyer, Jackson Says
Eric Jackson, president and founder of Ironfire Capital LLC, talks about the outlook for Research In Motion Ltd. and the company's stock. Jackson speaks with Betty Liu and Sheila Dharmarajan on Bloomberg Television's "In the Loop." (Source: Bloomberg)
[No positions]
More Muddled Thinking From BlackBerry Management
This morning, shares of Research In Motion(RIMM) are up because investors think management waved the white flag and want to sell the company to the first bidder.
Therefore, bid up the shares now, before the acquisition premium gets put in. Well, more on the potential for a RIM buyer in a later post.
I want to give people pause before jumping in to RIM shares here.
The new management – under CEO Thorsten Heins – still suffers from Balsillie-like muddled thinking.
Sphere: Related Content
Likely Buyers for RIM? Amazon and Microsoft/Nokia
RIM (RIMM) now has the fear of the God in them it seems.
That’s good, although they’ve still got a tough road ahead of them — especially with a lot of their leadership walking out the door.
What’s juiced the stock this morning is that investors think there’s a glimmer of hope the board might consider a full buyout of the Canadian company.
Sphere: Related Content
Thursday, March 29, 2012
Youku Emerging a Goliath in China Internet
NEW YORK (TheStreet) -- After the all-stock merger between Youku(YOKU_) andTudou(TUDO_) a couple of weeks ago, Youku's stock has receded from the $32 levels it hit the day of the deal announcement.
The stock is now back down at the $24 level -- and actually less than where it traded before the deal was publicized.
Read the full post in TheStreet
Wednesday, March 28, 2012
BNN Video: Is Apple a $1,600 stock?
Apple Inc. (AAPL-Q 617.78 3.3 0.54%) shares hit a new high Tuesday, briefly reaching $614.91 US during morning trading. Apple shares have already gained more than 51 percent this year, but Eric Jackson, founder and managing partner of Ironfire Capital, sees the maker of the iPhone, iPad and other i-related products hitting $1,650 a share by 2015.
Jackson tells BNN Apple is poised to grab a huge share of business in emerging markets.
"They are playing in markets that are going to be massive in three to five years," Jackson says. "The wave is just starting that they are going to be capitalizing on."
Jackson says the iPhone will remain Apple's cash cow. He projects emerging markets like India will power a six-fold surge in sales over the next few years.
Here's the video here
[Long AAPL] Sphere: Related Content
Bloomberg Video: Ironfire's Jackson on Yahoo! Outlook
Here's my appearance from earlier today on Bloomberg TV's Money Moves with Trish Regan:
[Long YHOO, AAPL, and YOKU]
CNBC Video: Apple Stock to Hit $1,650 by 2015
Here's my CNBC appearance from earlier today on why I think Apple's going a lot higher by 2015.
A lot of people hate this call, but I think they're missing just how big the markets that Apple is playing in are going to be:
[Long AAPL]
Sphere: Related Content
Wednesday, March 21, 2012
Why Apple Will Hit $1,650 by the End of 2015
Think $600 is amazing? Think different. Apple's stock will hit $1,650 before the end of 2015. Here's why.
Read the full post on Forbes
Tuesday, March 20, 2012
Ten Ways To Ensure You're Driving Your Bus Instead of Just Being a Passenger
Are you a hammer or a nail?
There are really two people in the world – as Simon and Garfunkel observed years ago – those who are a hammer and those who are a nail.
Which one would you rather be?
Some complain they have bad luck. Some make their luck.
Sphere: Related Content
Tuesday, March 06, 2012
Facebook Puts Spin in Its Ads
NEW YORK (TheStreet) -- Last week, in the middle of its IPO quiet period, Facebook chief operating officer Sheryl Sandberg came to Madison Avenue to try and convince advertisers to think different about ads on Facebook versus other places.
Read the full post on TheStreet
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