Showing posts with label Tim Morse. Show all posts
Showing posts with label Tim Morse. Show all posts

Wednesday, September 26, 2012

Ken Goldman Means More Financial Discipline at Yahoo!, Not Willy-Nilly Acquisitions


Yesterday, Tim Morse was effectively let go as CFO at Yahoo! (YHOO) by new CEO Marissa Mayer and replaced by Silicon Valley veteran Ken Goldman.
There are two diametrically opposed interpretations of what this hire means in the press today.

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Monday, March 05, 2012

If Facebook's Worth $100 Billion, Alibaba Group is Worth $57 Billion

Yahoo!'s stake in Alibaba Group alone is worth at least $23 billion judging by its growth compared to Facebook's.  Yet, Yahoo!'s total market cap is below $18 billion.

Read the full post in Forbes

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Tuesday, May 31, 2011

What’s Material and Immaterial to Yahoo! When Discussing Alipay?

Yahoo! says it has a formula to determine what Alipay is worth so they can properly negotiate with Alibaba Group. Investors should pay close attention.

Read the full post here at Forbes.

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Tuesday, May 03, 2011

Pulling Back the Curtain on Taobao -- And Yahoo!'s Hidden Value

Taobao is the crown jewel within Yahoo!'s list of assets. It is a big reason why Yahoo!'s stock should be trading at $31 a share today - and much higher in the future.

Read the full post in Forbes here.

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