We think of Google and Facebook as Web gorillas. They’ll be around forever. Yet, with the rate that the tech world is moving these days, there are good reasons to think both might be gone completely in 5 – 8 years. And there’s some academic theory to back up that view, along with casual observations from recent history.
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What 1 thing would you do to save Yahoo!'s core business? Here's a to do list for Scott Thompson.
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It was inevitable that, upon Steve Jobs‘ death — after the requisite outpouring of emotion — the second-guessing would begin.
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The logic for Apple buying Twitter here.
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I think the honeymoon with Yahoo! (YHOO) CEO Scott Thompson is over after last night’s performance on the earnings call. It’s been a good 90 day run, but it’s over now. Back to work, Scott. Time to stop talking and start delivering.
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April 18 (Bloomberg) – Eric Jackson, president and founder of Ironfire Capital LLC, talks about Yahoo! Inc.'s first-quarter sales and company outlook. Revenue, excluding sales passed on to partner sites, rose 1 percent to $1.08 billion, Sunnyvale, California-based Yahoo said in a statement yesterday. Jackson speaks with Betty Liu on Bloomberg Television’s “In the Loop.” (Source: Bloomberg)
[Long YHOO]
My hit from earlier today talking about Yahoo! and why Google is like Microsoft in 1999
[Long YHOO and AAPL]
Tomorrow, Yahoo! (YHOO) will announce its latest quarterly earnings. Presumably new CEO, Scott Thompson, will finally unveil some of the details behind his new strategy for turning around the core business of the Internet pioneer.
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Here's why the anti-shareholder governance structure of Google has led to a flat share price in the last 5 years and no "innovations" to show for it.
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April 12 (Bloomberg) -- Eric Jackson, president and founder of Ironfire Capital LLC, talks about Google Inc.'s first-quarter profit that topped analysts' estimates. Jackson speaks with Adam Johnson, Deirdre Bolton and Jon Erlichman on Bloomberg Television's "Street Smart." Howard Ward, portfolio manager at Gamco Investors Inc., also speaks. (Source: Bloomberg)
[I don't own GOOG]
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.
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My CNBC appearance from earlier this afternoon discussing activist investors and Yahoo!
[Long YHOO]
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.
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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."
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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.
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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.
