Memo to Scott Thompson: Nobody Cares What You Think Now and Forever

Scott Thompson has been hired by a company that's 30% owned by eBay - his old employer. He thinks he's still qualified to weigh in on the hiring of Marissa Mayer at Yahoo!

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Hedgies Like Yahoo!'s New Board and Interim CEO

Hedge fund ownership in Yahoo increased 4% yesterday to nearly 20%. They know there's a shareholder-friendly group in charge of the board finally.

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CNBC Video: Yahoo Investor: 'Shareholders Can Finally be Happy'

My appearance from CNBC's Fast Money Halftime from earlier today on the ascension of Dan Loeb and Ross Levinsohn.



[Long YHOO]

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Why Third Point is Good for Yahoo! Employees and Shareholders

Many from Silicon Valley seem to view Third Point and Dan Loeb with suspicion.  It's the opposite. He'll be the biggest ally to Yahoo! employees and shareholders in the next two years.

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John Hayes' Facebook-Yahoo! Conflict of Interest

Amex's John Hayes serves on Yahoo!'s board but is pimping out Facebook in its new IPO Roadshow Video. He needs to pick a side.

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The Internal Situation at Yahoo! Is Spiraling Out of Control

The Scott Thompson affair is quickly spiraling out of control at Yahoo! with employees already in or about to be in open revolt. Messy or not, he must go now.

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Why a Partial Yahoo-Alibaba Sale Must - And I Underscore Must - Not Get Done Too Quickly

Scott Thompson might want to do a quick deal with Alibaba to deflect attention from his alleged mendacity, but Yahoo shareholders don't want a quick bad deal

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Yahoo CEO Under Fire

My appearance on CNBC earlier discussing Scott Thompson.

Long YHOO

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Why Facebook Investors are "Hungry Fat Pigs" and Yahoo!'s Board is a "Bunch of Jokers"

My hit from earlier today on Bloomberg TV.

[Long YHOO]

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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.

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How To Save Yahoo!

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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Why Facebook-Microsoft Patent News Isn't a 'Disaster' for Yahoo!

NEW YORK (TheStreet) -- Earlier Monday,Microsoft(MSFT_) announced that it would basically split the patents it had recently bought from AOL(AOL_) with Facebook. Facebook will pay roughly half the costs to get their hands on them.

Immediately, the pundit-sphere started cackling thatYahoo!(YHOO_) was about to have its head handed to it by Facebook because of this news.

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Ho Hum Earnings from Yahoo! But Lots of Reason for Excitement

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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Yahoo's Thompson `Still Too Vague,' Jackson Says

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]

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Video: Why Yahoo! is the New AOL and Google is the Old Microsoft

My hit from earlier today talking about Yahoo! and why Google is like Microsoft in 1999

[Long YHOO and AAPL]

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What Yahoo! Could Do to Soothe Investors' Nerves

NEW YORK (TheStreet) -- Yahoo!(YHOO_) will report its earnings this afternoon.

You shouldn't expect much in terms of the actual results. Investors will care about what the company says about its future.

This will be the first earnings call for Scott Thompson, the new CEO, since he's been in the seat for a full quarter. From now on, he owns all the results.

We have had an announcement of 2,000 job cuts two weeks ago and a company-wide reorganization last week.

Read the post in TheStreet

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Why Yahoo! Needs Dan Loeb On Its Board Now

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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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.

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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)

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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]

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