What It Will Take For Yahoo! To Blast Above $16
Here is why Yahoo! is poised to jump in price in the next 8 months.
Read the full post on Forbes
Showing posts with label AOL. Show all posts
Showing posts with label AOL. Show all posts
Friday, July 13, 2012
Friday, May 11, 2012
The Boy Who's Going to Kill Facebook Is Playing Videogames in His Mom's Basement As I Write This
The one constant in the world of Web and Mobile is change. Facebook may be the "king of social" today, but there will be a new "king of mobile" shortly. Here's why.
Read the full post in Forbes
Tuesday, April 24, 2012
Why Facebook-Microsoft Patent News Isn't a 'Disaster' for Yahoo!
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
Tuesday, February 07, 2012
Facebook's $100 Billion Valuation Unrealistic?
For Facebook, which will carry a ticker symbol of FB, to receive a $100 billion valuation when it makes its IPO debut, investors will have to make a lot of assumptions about their future growth.
Read the full TheStreet.com post
Wednesday, January 18, 2012
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, November 21, 2011
The Difference Between a Tech "Greenfield Gorilla" and a "Nichey Nancy"
Is Your Tech Company a Greenfield Gorilla or a Nichey Nancy?
Read the full Forbes Post
Thursday, September 22, 2011
It's Either Tim or Arianna. The Center Cannot Hold.
Tim Armstrong and Arianna Huffington are locked in a Shakespearean battle for control of AOL - only Armstrong doesn't know it yet.
Read the full Forbes post.
Tuesday, August 09, 2011
Why Did Tim Armstrong Want the AOL Job Again?
AOL -- after lower sales and much lower earnings announced this morning -- is on the road to oblivion
Friday, August 05, 2011
Friday, April 08, 2011
How Things Will Shake Out for the Rest of Google’s Management Team
There's been lots of speculation about who's in and who's out at Google under Larry Page. I weigh in with my views.
Read my full post at Forbes.
Monday, March 28, 2011
Why Stock Analysts Are Clueless
They have no accountability, skewed compensation, and are inherently conservative. Why do we continue to pay attention to them?
Read my full post at Forbes.
Monday, March 07, 2011
Stop Excoriating Apple
By Eric Jackson There are 63 analysts at last count covering Apple. Of those, three have a Hold on the stock and only one has a Sell. Critics howl that this is a sure sign of the world seeing Apple through rose-colored glasses. They point to the dot-com bubble and say that Apple's story will also end in tears. Time for a reality check. Yes, Apple is liked and admired by investors almost to the point of being a cult, but there is good reason for this. Anyone who goes into an Apple store and compares the experience to any other retailer knows that there is a much deeper and obvious connection between Apple users and their products. Although Apple is recommended by most analysts, they are still way too conservative in their estimates for future earnings, which I'll address in more detail later. That conservatism is, in fact, an opportunity, compared with a stock where five out of 10 analysts rate it a Buy and the rest rate it a Sell. We see $360 and we know that Apple is one of the most expensive stocks on the Street for a single share. Additionally, we know that Apple currently has the second-highest market capitalization in the world at $327 billion, behind Exxon Mobil's (XOM - commentary - Trade Now) $424 billion. There's an urge to think that if something is among the most expensive, it has nowhere to go but down, hence all the hand-wringing. I even read one complaint that although Apple is second in market capitalization, it's not even in the top 20 for total revenues. [*** This post is an excerpt of the full article, available by clicking here to go to RealMoney.com. Note: subscription required. ***]
RealMoney Contributor
3/7/2011 1:45 PM EST
Click here for more stories by Eric Jackson
There is a wide perception that Apple (AAPL -commentary - Trade Now) is universally beloved by investors and customers alike, but there's actually quite a bit of criticism of the company to be found. Here are the top complaints that I've heard and why I believe they're off the mark."Everyone likes Apple. It's a one-sidedtrade."
"It's too expensive."
Thursday, October 14, 2010
Yahoo! Buzz Will Lead to a Hangover
By Eric Jackson
RealMoney Contributor
10/14/2010 3:15 PM EDT
Click here for more stories by Eric Jackson
RealMoney Contributor
10/14/2010 3:15 PM EDT
Click here for more stories by Eric Jackson
Yahoo! (YHOO - commentary - Trade Now) once again found itself in the headlines on rumors of a possible buyout deal. The stock got as high as $18 this morning before the open on the hopes and dreams of long investors that a buyout of the company by AOL(AOL - commentary - Trade Now), News Corp.(NWS.a - commentary - Trade Now) and a combination of private equity firms such asBlackstone (BX - commentary - Trade Now) orSilver Lake was imminent.
Sphere: Related Content
This news was broken last night by Kara Swisher at The Wall Street Journal's "All Things Digital" and then followed up by aJournal article. Swisher made it clear in her reporting that any deal wasn't imminent.
This morning, one Yahoo! shareholder said thatMicrosoft (MSFT - commentary - Trade Now) was the best acquirer for Yahoo! and should step up to buy the company in order to keep it from falling into the hands of AOL or News Corp. This line of thought goes: 1.) the burgeoning search deal between Microsoft's "Bing" and Yahoo! is too strategic for Microsoft to let Yahoo! fall into unfriendly hands, and 2.) taking out Yahoo! at its current $22 billion market capitalization is pocket change for Microsoft.
The problem is that such a deal is going to be very complex to pull off and -- in my view -- unlikely to happen anytime soon. As such, I believe Yahoo!'s stock price is headed lower in the short term, rather than higher. Indeed, Yahoo!'s price action this morning suggests that most investors are staring at the possibility of a deal in the cold light of day.
Haven't Yahoo! investors been here before?
Here's the big problem with a Yahoo! buyout in the short term: There are too many moving parts. If you're expecting Yahoo!'s board, Alibaba.com, AOL, News Corp., Microsoft, and multiple private-equity bidders to get on the same page in the next month, I suggest you go organize world peace at the United Nations as your next task. Everyone has competing desires and price targets in mind.
The main driver of a Yahoo! shake-up is the company's stake in Chinese e-commerce site Alibaba. Most people know that Yahoo! did a deal to buy a 40% stake in Alibaba five years ago, probably Jerry Yang's biggest contribution to the company during his tenure. (It might go down as strategically even more important than his co-founding of the company. Think about that.) Alibaba has tremendous assets in China that are only going to become more valuable over time.
Most people also know that Yahoo! wants to wait to sell its Alibaba stake until after that company takes its remaining private assets public in an IPO. Alibaba, not surprisingly, would like to buy back Yahoo!'s stake pre-IPO.
What many people aren't aware of is that, under the terms of the 2005 investment, Yahoo!'s stake in Alibaba just increased to 39% from 35%. Alibaba CEO Jack Ma and his management team saw their stake drop to 32% from 36%. (Softbank Corp. retains its 29% stake.)
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