The Yahoo! Board Who Couldn't - Just Did
Don't listen to the Business Insider worry-warts: Cash-rich split, here we come. Good news for Yahoo! longs.
Read the full post on Forbes
Friday, December 23, 2011
Thursday, December 22, 2011
Will MSN Be Yahoo!'s "Other Asset" in a Cash-Rich Split?
Microsoft might give up MSN to get a piece of Alibaba Group and/or Yahoo!, as part of a cash-rich split
Next Yahoo! Question: What's the Core Worth?
Wednesday's news that Yahoo!'s (YHOO_) board is considering two separate "cash-rich splits" of their stakes in Alibaba Group and Yahoo! Japan is great news for Yahoo! longs.
Read the full post in TheStreet
Wednesday, December 21, 2011
What If Yahoo! Fired 75% of Its Workforce - Starting With The Board?
Many private equity firms sizing up Yahoo!'s core business believe they could fire 50 - 75% of the headcount with no material impact on revenues. Yet, they are not willing to pay Yahoo! long shareholders the proper multiple based on that "go forward" EBITDA number.
Read the whole post on Forbes
Monday, December 19, 2011
Where are the Huge Cost Savings Yahoo! Promised Its Shareholders in 2009?
I have a long memory and I remember exactly what Yahoo!'s board promised in 2009 with the Microsoft search deal and how they've failed to deliver. Why should they be trusted now?
Read the full post in Forbes
RIMM's Collapse Was Predicted in 1993
Best Jim Balsillie quote ever contained within....
Read the full Forbes post
Thursday, December 15, 2011
Top Ten Keys to Building a Talent Firewall In Your Organization
It's hard to keep your best talent in your organization. Here are some suggestions on how to do it.
Read the full Forbes post
What if Mary Meeker is Wrong and Mobile Ads Never Really Take Off?
We assume that Madison Avenue will eventually spend more on Internet and Mobile ads to match the time we spend online. What if they don't and they have their reasons?
Read the full post in Forbes
Wednesday, December 14, 2011
Friday, December 09, 2011
Jackson Says Blackstone, Bain in Lead for Yahoo
My appearance from earlier today on Bloomberg TV
Reading Marc Andreessen's Tea Leaves About Yahoo!
Marc Andreessen's blog post today, likely means that Blackstone and Bain Capital are in the lead for Yahoo!
Read the full post at Forbes
Thursday, December 08, 2011
What Will Happen Next at Yahoo!
Here is one critical aspect of a Yahoo! cash-rich split that could unlock $20 billion in value that has been overlooked in all the coverage of Yahoo!
Read the full Forbes post
Monday, December 05, 2011
Google Still Does $640 Million In Annual Revenue In China
Google left China 18 months ago. It's still the country's 3rd biggest ad revenue generator.
Read full post at Forbes
How Yahoo! Could Trip Up Facebook's Grand IPO Plans
Will Yahoo! get a do-over to extract maximum value from Facebook prior to its IPO, as it should have down with Google 7 years ago?
Read the full Forbes post
Friday, December 02, 2011
What Mickey Drexler Learned from Steve Jobs
Over the years, the greatest merchant ever has revealed a few things he's learned from Apple by serving on its board since 1999.
Read the full Forbes post
Zynga's Market Valuation Has Dropped $13 Billion This Week
Zynga's valuation has dropped 65% in 4 days. It deserves to keep dropping.
Read the full Forbes post
Research In Motion's Co-CEOs are Brutal at Fortune Telling
RIM says it won't make its previously lowered full-year guidance. That's not a shocker but it just shows how bad these co-CEOs are at predicting the future.
Read the full post on Forbes
Subscribe to:
Posts (Atom)
