Showing posts with label Roy Bostock. Show all posts
Showing posts with label Roy Bostock. Show all posts

Monday, September 10, 2012

Yahoo!'s Culture Problem? It's Already Fixed

For all the bloggers who think Yahoo!'s culture is unfixable, I've got news for you, Marissa Mayer's already fixed it.

Read the full post on Forbes

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Friday, May 04, 2012

Time's Up for Scott Thompson - and the Rest of Yahoo!'s Board

Pack your bags, Thompson and the rest of the Yahoo! board.  Watch the door on your backside on the way out.

Read the full post on Forbes

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Thursday, April 12, 2012

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

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Wednesday, February 08, 2012

Yahoo Board Shakeup Means Fresh Start, Jackson Says

Here's my appearance on Bloomberg from this morning discussing the board shake-up at Yahoo!

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Monday, February 06, 2012

Yahoo!'s Not Hated By Everyone

Yahoo! isn't loved by many on Wall Street, but it's currently a $1 billion + position at Dan Loeb's $8 billion firm.

Read the full Forbes Post

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Monday, January 23, 2012

The Single Best Yahoo! Shareholder Question and Answer Exchange - Ever

This might go down as one of the greatest exchanges at a shareholders' meeting in history.  From the Yahoo! meeting last June.

Read the full post on Forbes

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Roy Bostock's Greatest Hits As Yahoo!'s Hapless Chairman

The biggest impediment to Yahoo!'s success in the last 4 years has been Roy Bostock - not Jerry Yang. Hopefully, Roy will soon be gone as Chairman. Here's a summary of his ridiculous statements over the years.

Read the full post on Forbes

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Thursday, January 05, 2012

Yahoo Board Needs Replacements, Jackson Says

My chat with Erik Schatzker and Scarlet Fu from this morning about Yahoo!'s new CEO and their dysfunctional board:

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Wednesday, January 04, 2012

Yahoo!: Was Thompson the Right Choice?

NEW YORK (RealMoney) -- Former eBay(EBAY_)PayPal President Scott Thompson wasn't on anyone's short-list of possible next CEOs for Yahoo!(YHOO_). The stock immediately traded down this morning on the news and then further declined during the conference call introducing him when Chairman Roy Bostock clumsily announced there would be no way that Yahoo! would be taken private.


Read the full post on TheStreet

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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

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Wednesday, November 09, 2011

How a "Cash-Rich Split" Could Take Yahoo! to $41/Share

The best option for Yahoo! shareholders is the company disposing of its Asian assets in a structure called a "cash-rich split."  Here's how it could work and turn Yahoo! into a $41/share stock.

Read the Forbes post

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Monday, September 12, 2011

Roy Bostock's Tarnished Legacy at Yahoo!

Roy Bostock has been skating away assuming no responsibility for the mess that Yahoo! currently finds itself in.  That's got to change.

Read the full post at Forbes

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Friday, September 09, 2011

Why Yahoo!'s Next CEO Should Be Marc Andreessen

To maximize the price of Yahoo!'s stock, the board shouldn't go private or hire a dull CEO. They should hire Marc Andreessen.

Read the full post on Forbes.

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Thursday, September 08, 2011

What's Next For Yahoo?



Herman Leung of Susquehanna Financial Group and Eric Jackson of Ironfire Capital weigh in on Yahoo's future 

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Tuesday, September 06, 2011

Reviewing the 8 Things that Sunk Carol Bartz at Yahoo!

Here's why Carol Bartz failed at Yahoo!

Read the full post on Forbes

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Friday, July 15, 2011

Why Did ISS Recently Advise Yahoo! Shareholders to Re-Elect the Board?

Yahoo!'s board has been one of the worst in Corporate America for 10 years. Why did influential proxy advisory firm ISS recently give them a "Thumbs Up"?

Read the full Forbes article here.

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Friday, June 24, 2011

Don't Expect Much From Yahoo!

By Eric Jackson
RealMoney Contributor

6/23/2011 10:45 AM EDT
Click here for more stories by Eric Jackson


Many observers are wondering if a big announcement will come out of today's annual meeting of Yahoo! (YHOO - commentary - Trade Now) shareholders.

Several reporters have asked me if there would be angry shareholders attending, or if there would be an announcement about CEO Carol Bartz, or some deal with Chinese Internet companyAlibaba Group, which Yahoo has a stake in.

Although I would love to hear some big changes announced, I don't expect much from the meeting. I've gone to several of these types of meetings in the past. The biggest shareholders usually stay home. The more senior shareholders who live in the vicinity of Santa Clara, Calif., and enjoy free finger food and coffee will come out. They're not exactly the pitchfork and fire brigade. The Q&A -- even back in 2008, after Yahoo had botched the offer from Microsoft (MSFT - commentary - Trade Now) -- was pretty tame.

The Internet pioneer will likely try to keep the meeting as exciting as a trip to the dentist. Expect it to be very formal. Expect short answers to questions. And expect the general counsel to try and make it as quick and painless as possible. It almost never happens that companies announce big news around these events.

I am sure that they are working on something about Bartz or Alipay behind the scenes, and they'll likely make announcements in the next few weeks.

So where's the drama?

Well, it all comes down to the votes cast for all the directors up for re-election (there are 10 of them). I have been advocating a "No" vote against 6 of them to help shake off the rust from this board that's probably the worst in America in the last 10 years (maybe they tie with Hewlett-Packard (HPQ - commentary - Trade Now)).

I was disappointed last week when the powerful (perhaps too powerful) proxy advisory firm ISS came out in support of all of Yahoo's directors. There are many pension funds and institutional investors who will simply vote the way ISS votes because they can use that as cover later if anyone comes back and gets angry at the way they voted. Nobody ever got fired for buying IBM (IBM - commentary - Trade Now), and nobody ever got in trouble voting ISS's recommendations.


...

[*** This post is an excerpt of the full article, available by clicking here to go to RealMoney.com. Note: subscription required. ***]

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Thursday, June 23, 2011

CNBC: Yahoo: Searching for New Leadership

Here is my CNBC appearance on Squawk Box from earlier today about the Yahoo! shareholder meeting happening later today:

[Rest in Peace: Mark Haines]

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Thursday, May 26, 2011

Why Drastic Change is Needed On June 23rd For Yahoo!'s Board

It's time for change at the top of Yahoo! On June 23rd, investors will get a chance to do just that.

Read the full post here at Forbes.

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Wednesday, April 20, 2011

To Unlock Yahoo!’s Value, Bartz Should Take a Hike

Yahoo! shareholders are likelier to see a $30 stock price sooner if they vote "against" Carol Bartz' and Roy Bostock's re-election at this June's shareholder meeting.

Please read the full post at Forbes here.

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