Wednesday, April 18, 2012

The Power of Millennial Zuck


According to the Wall Street Journal, Facebook (FB) CEO Mark Zuckerberg called an audible on making the $1 billion acquisition of Instagram last week (which will actually be worth $1.3 billion if Facebook IPOs at a $100 billion valuation).
He didn’t involve his board at all in the negotiations until it was time to rubber-stamp it.  According to the Journal, on the morning of Sunday, April 8th, Zuckerberg first notified them that he would be buying the hot photo-sharing site.  They announced the deal the next day.

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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.


Read the full Post on Forbes

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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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Tuesday, April 17, 2012

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.

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Monday, April 16, 2012

It's Official: Google Today Is Just Where Microsoft Was in 1999


Google (GOOG) looks a lot more vulnerable to the accusation that it’s become the new Microsoft (MSFT) today compared to even a year ago.

Several people have said that Google’s co-founders, Larry Pageand Sergey Brin, have sought to build their company so that it wouldn’t make the mistakes that Microsoft did in the 1990s.
Well, surprise, Google today seems a heck of a lot similar to where Microsoft was right in 1999 – the year after Google was founded.

Read the full post in Forbes

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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.


Read the full post on Forbes

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Friday, April 13, 2012

Google's Paranoid Governance Structure Has Made It Less Innovative, Not More

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.

Read the Forbes post

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Thursday, April 12, 2012

Google Growth `Decelerating,' Jackson Says

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]

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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.

Read the full Forbes post

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Wednesday, April 11, 2012

CNBC Video: How do Activist Investors Help Companies?

My CNBC appearance from earlier this afternoon discussing activist investors and Yahoo!



[Long YHOO]

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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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Tuesday, April 10, 2012

Facebook-Instagram: Here Comes the Flood


NEW YORK (TheStreet) -- "Kodak Goes Bankrupt and Instagram is worth a Billion Dollars. 2012, y'all"
That was a tweet from @benhjacobs that I retweeted Monday and immediately got hundreds of retweets from my followers.
For some reason, it seemed to capture the sense of awe from many over the significant milestone.
But it also gets at something else that's amazing in this story. How a small little photo application can be worth so much more -- in such a short time -- compared to an American icon. It says just how important "mobile" is in the business world today.

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Sunday, April 08, 2012

5 Lessons from Mike Wallace's Life for All of Us

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.

Read the full post on Forbes

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Thursday, April 05, 2012

The Case for Why The New York Times Will Disappear As We Know It By 2015


The New York Times (NYT) is arguably the most respected newspaper in the world with some fantastic journalists and editors.
Yet, it’s a financial basket-case with a business model that appears woefully mismatched for the iPad era.
Looking back at some historical trends in the Times’ own financial disclosures, the following presentation is my case for why I don’t see the Times existing as a stand-alone entity as we know it today after 2015.  Other traditional newspapers will face a similar fate even earlier.

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Wednesday, April 04, 2012

Why Sarah Lacy and Andrew Ross Sorkin Are Both Wrong about the JOBS Act and Groupon

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."

Read the full post on Forbes

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Two Things That Must Happen Before Yahoo! Can Be Acquired

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.

Read the full post on Forbes

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Monday, April 02, 2012

Justification for how Apple can get to $1,650/share by 2015

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.





[Long AAPL]

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Saturday, March 31, 2012

Fox Business: Apple Shares Headed for $1,600?

Ironfire Capital founder Eric Jackson on why he predicts Apple could rise to more than $1,600 a share by 2015.




[Long AAPL]

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Friday, March 30, 2012

Amazon May Be a Potential RIM Buyer, Jackson Says

Eric Jackson, president and founder of Ironfire Capital LLC, talks about the outlook for Research In Motion Ltd. and the company's stock. Jackson speaks with Betty Liu and Sheila Dharmarajan on Bloomberg Television's "In the Loop." (Source: Bloomberg)



[No positions]

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More Muddled Thinking From BlackBerry Management


This morning, shares of Research In Motion(RIMM) are up because investors think management waved the white flag and want to sell the company to the first bidder.
Therefore, bid up the shares now, before the acquisition premium gets put in.  Well, more on the potential for a RIM buyer in a later post.
I want to give people pause before jumping in to RIM shares here.
The new management – under CEO Thorsten Heins – still suffers from Balsillie-like muddled thinking.

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Likely Buyers for RIM? Amazon and Microsoft/Nokia


RIM (RIMM) now has the fear of the God in them it seems.
That’s good, although they’ve still got a tough road ahead of them — especially with a lot of their leadership walking out the door.
What’s juiced the stock this morning is that investors think there’s a glimmer of hope the board might consider a full buyout of the Canadian company.

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Thursday, March 29, 2012

Youku Emerging a Goliath in China Internet

NEW YORK (TheStreet) -- After the all-stock merger between Youku(YOKU_) andTudou(TUDO_) a couple of weeks ago, Youku's stock has receded from the $32 levels it hit the day of the deal announcement.


The stock is now back down at the $24 level -- and actually less than where it traded before the deal was publicized.


Read the full post in TheStreet

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Wednesday, March 28, 2012

BNN Video: Is Apple a $1,600 stock?


Apple Inc. (AAPL-Q 617.78 3.3 0.54%) shares hit a new high Tuesday, briefly reaching $614.91 US during morning trading. Apple shares have already gained more than 51 percent this year, but Eric Jackson, founder and managing partner of Ironfire Capital, sees the maker of the iPhone, iPad and other i-related products hitting $1,650 a share by 2015.

Jackson tells BNN Apple is poised to grab a huge share of business in emerging markets.
"They are playing in markets that are going to be massive in three to five years," Jackson says. "The wave is just starting that they are going to be capitalizing on."

Jackson says the iPhone will remain Apple's cash cow. He projects emerging markets like India will power a six-fold surge in sales over the next few years.


Here's the video here

[Long AAPL]

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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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CNBC Video: Apple Stock to Hit $1,650 by 2015

Here's my CNBC appearance from earlier today on why I think Apple's going a lot higher by 2015.


A lot of people hate this call, but I think they're missing just how big the markets that Apple is playing in are going to be:


[Long AAPL]

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Wednesday, March 21, 2012

Why Apple Will Hit $1,650 by the End of 2015

Think $600 is amazing? Think different. Apple's stock will hit $1,650 before the end of 2015. Here's why.

Read the full post on Forbes

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Tuesday, March 20, 2012

Ten Ways To Ensure You're Driving Your Bus Instead of Just Being a Passenger


Are you a hammer or a nail?
There are really two people in the world – as Simon and Garfunkel observed years ago – those who are a hammer and those who are a nail.
Which one would you rather be?
Some complain they have bad luck. Some make their luck.

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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

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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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Tech Bubble? No Way


NEW YORK (Real Money>) -- With Facebook's $100 billion initial public offering coming up later this year, many people are asking: Are we living in another tech bubble?
Although there have other companies with frothy IPO valuations such as Linked In (LNKD_)at $9 billion and Groupon(GRPN_) at $11 billion, I would say that those companies are the exceptions and not the rule.
We are definitely not yet in a tech bubble. Here's why:

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Friday, March 02, 2012

If You Could Create a $152 Billion Business in 10 Years and Only Had To Pay 1% of That for the IP, Would You?

Yahoo! needs to think about that question before agreeing on a patent deal with Facebook.

Read the full Forbes post

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Thursday, March 01, 2012

Steve Jobs Used Patents to Get Bill Gates to Make 1997 Investment In Apple

Yahoo! isn't the first Silicon Valley company to assert its patents against others. Steve Jobs did it to Microsoft back in 1997.

Read the full post in Forbes

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Wednesday, February 29, 2012

The Two Companies on Facebook's Menu After IPO: Nokia and Yahoo!

Facebook needs to bulk up to kill Google.  Once they go public, watch for them to seriously consider buying Nokia or Yahoo! -- with a little help from their big brother Microsoft.

Read the full post on Forbes.

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Tuesday, February 28, 2012

Why Google Struggles to Build Great Consumer Products

Google has a number of amazing strengths.  But why does it struggle building great consumer products?

Read the full post in TheStreet

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Why Are Clubby Silicon Valley Bloggers So Two-Faced About Patents?

The clubby tech bloggers of Silicon Valley have decided to be Facebook's bitch and yell and scream at Yahoo! for protecting its intellectual property.  If they're so apoplectic, why do they never say boo about Apple and Google protecting their IP?

Read the full post on Forbes

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Monday, February 27, 2012

Why Yahoo! Should Seek At Least $3 Billion From Facebook For Patent Violations

Yahoo! has thrown down the gloves to attack Facebook's violation of 10 - 20 of its key patents.  It could set off a flurry of activity around Yahoo!

Read the full post in Forbes

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Wednesday, February 22, 2012

Why Apple Should Buy Yahoo!

Yahoo! has a treasure trove of unique assets that could be used well competitively by Apple if it bought the Web company.

Read the full post on Forbes

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Reading the Tea Leaves in RIM Shakeup

Did Mike Lazaridis try to push out Jim Balsillie from RIM last year?  Did the board placate him with a more senior position in the new Thorsten Heins era?  We may never know.

Read the full article in TheStreet

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Thursday, February 16, 2012

The Architect of Lin-sanity: Glen Grunwald

It turns out that the architect of Lin-sanity - Glen Grunwald - has a lot of parallels in his career with Jeremy Lin.

Read the whole post on Forbes

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Tuesday, February 14, 2012

Roger Martin's Silly Defense of RIM: Opinion

Why Roger Martin's feisty defense of RIM over the weekend was pompous, simple-minded, and hypocritical.

Read the full post on TheStreet

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Saturday, February 11, 2012

9 Lessons Jeremy Lin Can Teach Us Before We Go To Work Monday Morning

Jeremy Lin is not only a great NBA story but a great story about how we should all approach our work.

Read the Forbes post here

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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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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

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All Social Media Companies are Addicted to Fudging their User Numbers

Facebook is deliberately puffing up its monthly active users by using a broad definition. It's par for the course in the social media world.

Read the full post on Forbes

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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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Here's The Best Super Bowl Ad from Last Night. Shown Only In Canada

The best Super Bowl ad from last night - which was only shown in Canada.

Full post in Forbes here

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Friday, February 03, 2012

How To Build A Leadership Funnel At Your Company

Why your company needs a Leadership Funnel and how to implement one.

Read the full post on Forbes

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Zuckerberg Wants An Open Society; Just Not Within His Own Company

"The Hacker Way" is all about meritocracy at Facebook. Yet, Zuckerberg took every step to ensure he'll control the company with an iron fist forever.

Read the Forbes post

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Thursday, February 02, 2012

Facebook Makes Nothing from Mobile Now and Seems to Have Ignored It All Last Year

Mobile is one of Facebook's biggest risk factors, but the company doesn't seem to have worked much on it in the last year going by their apps.

Read the full post on Forbes

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Why Is Facebook's Growth Slowing So Much?

Facebook's hype is other-worldly, but its actual growth is good but not super-human.

Read the Forbes post

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Mark Zuckerberg's Generation Y IPO

How Mark Zuckerberg's Gen Y status has shaped the company that Facebook is.

Read the full post on TheStreet

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Wednesday, February 01, 2012

Jackson Says Facebook Valuation May Reach $130 Billion

Jan. 31 (Bloomberg) — Eric Jackson, president and founder of Ironfire Capital LLC, talks about the outlook for Facebook Inc.’s planned initial public offering, share price and valuation. He speaks with Lisa Murphy on Bloomberg Television’s “Street Smart.” (Source: Bloomberg)


Read the full Forbes post

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Tuesday, January 31, 2012

Why Every Company Needs A "No Bozo" Policy


Bozos kill companies.  Here's how to ensure your company operates by a strict "No Bozo" policy.

Read the full post on Forbes

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Why Are Twitter's Revenues So Puny? Time to Grow Up

Twitter is celebrated as a big social media success. The reality is that its current revenues suck.

Read the full post on Forbes

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Facebook's Yahoo! Patent Problem

NEW YORK (TheStreet) -- Facebook's planned initial public offering is the talk of the business media these days.


Everyone is swooning over how big it will be, how many millionaires it will create and how Facebook might continue to grow after its IPO.


Read the full post on TheStreet

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Wednesday, January 25, 2012

Jackson Sees `Incredible Value' in Yahoo Asian Assets

My appearance on Bloomberg yesterday pre-Apple and Yahoo! earnings.

Watch the full video on Forbes

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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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Google's Big Problem They Don't Want You To Know About

The core business which accounts for 96% of Google's business is slowing.  But the management team doesn't want you to know that.

Read the full post in Forbes

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Friday, January 20, 2012

In Defense of Jerry Yang

People love to hate on Yahoo! and Jerry Yang, but they're conveniently forgetting some important facts as they dance on his grave.

Read the full Forbes post

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Thursday, January 19, 2012

Why Companies are Terrible at Selecting, Retaining and Motivating Their Talent

Here's a Top Ten list of what not to do as a boss, if you want to keep great people around you.

Read the full Forbes post

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Wednesday, January 18, 2012

Was Jerry Pushed at Yahoo!?


NEW YORK (TheStreet) -- We'll perhaps never know the answer to this question but was Jerry Yang pushed out of Yahoo!(YHOO_) or did he leave on his own accord?
It's just speculation on my part, but I suspect that Jerry looked ahead at the possible scenarios facing him and the board in the coming months and decided it was better for him to leave now with his head held high.
What Jerry was facing about a month from now was the possibility of a major proxy battle from Dan Loeb. Loeb is Yahoo!'s second largest stock holder and has previously called on Yang to step down, along with Chairman Roy Bostock.
Next month, Loeb -- as well as any other Yahoo! shareholder -- could have given the company notice that they were running an alternate slate of directors to replace Yahoo!'s current board.

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What's Next for Web Ads?


NEW YORK (TheStreet) -- Jim Cramer made an interesting observation about Web ads onCNBC last week -- they stink.
Cramer made the point that Web companies that are dependent on basic banner ads and other display ads are seeing their business just evaporate.
AOL(AOL_) and Yahoo!(YHOO_) are two companies that have been struggling since the first quarter of last year with sustaining their ad-based business.

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Tuesday, January 17, 2012

Jerry Yang's Departure Means Major Transformations for Yahoo!

Here's what to expect next from Yahoo!

Read the full post on Forbes

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Ten Ways to Turnaround a Dysfunctional Team

Ten sure-fire ways to turnaround a dysfunctional team you've just taken over

Read the full post on Forbes

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Monday, January 16, 2012

The Ten Best Memories of the 90s Internet Bubble

The late 90s were a blast. The first tech bubble was one of the biggest parties of all time. Here's what you missed.

Read the full Forbes post

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Six Years Later, The Problem at HP is Still the Board

The HP board in 2012 is just as dysfunctional as it was in 2006.  Here's a reflection of how bad they were back then.

Read the full Forbes post

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Friday, January 13, 2012

No Wonder Hulu Couldn't Sell Itself

Hulu tried to pump up its 2011 results in a blog post yesterday. They're not very exciting.

Read the full Forbes post

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Thursday, January 12, 2012

Top Ten Reasons Why It's Better To Stick It Out At A Big Company Instead of Leave for a Start-Up

Although the grass always looks greener, sometimes you're better off sticking it out at a big company over a start-up.

Read the full Forbes Post

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Wednesday, January 11, 2012

Why Narcissistic CEOs Kill Their Companies

Whether you're an employee, an investor, or a CEO yourself, you need to read about these 2 recent academic studies of how and why Narcissistic CEOs can kill their companies.

Read the full Forbes Post

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Motorola Hits Rough Patch

NEW YORK (TheStreet) -- Late Friday, after the market closed, Motorola Mobility(MMI_)sent out an innocuous-sounding press release with a "Business Update" in the title.


The release ended up tanking Google's(GOOG_)stock by more than 4% on Monday and the sell-off continued on Tuesday, even after the market bounced out of the gates.


Read the full post on TheStreet

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Monday, January 09, 2012

Some Important Yahoo! Details Buried In Thompson's Compensation Agreement

The next 6 weeks should hold a lot of drama for Yahoo!, as we see its board try and make the case why they shouldn't be thrown out.

Read the full Forbes post

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Ten Reasons Performance Reviews Are Done Terribly

Performance reviews are almost always painful experiences for those giving and receiving them. Here are the 10 biggest mistakes that are made.

Read the full Forbes post

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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

In the Year of Facebook, Beware the Social Media Stocks

NEW YORK (TheStreet) -- Most believe the stock/business story of 2012 is going to beFacebook -- specifically its rumored IPO which should come before the middle of the year. That's probably true. Yet, ironically, 2012 is also the year in which you need to protect yourself from other falling social media IPOs.


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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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Jackson on Possible New RIM Chairman, Share Price

My appearance on Bloomberg West last night:

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Monday, January 02, 2012

The Seven Habits of Spectacularly Unsuccessful Executives

 If you exhibit several of these traits, now is the time to stamp them out from your repertoire.  If your boss or several senior executives at your company exhibit several of these traits, now is the time to start looking for a new job.

Read the full post on Forbes

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Friday, December 23, 2011

The Yahoo! Board Who Couldn't - Just Did

Don't listen to the Business Insider worry-warts: Cash-rich split, here we come. Good news for Yahoo! longs.

Read the full post on Forbes

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Thursday, December 22, 2011

Will MSN Be Yahoo!'s "Other Asset" in a Cash-Rich Split?

Microsoft might give up MSN to get a piece of Alibaba Group and/or Yahoo!, as part of a cash-rich split


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Next Yahoo! Question: What's the Core Worth?

Wednesday's news that Yahoo!'s (YHOO_) board is considering two separate "cash-rich splits" of their stakes in Alibaba Group and Yahoo! Japan is great news for Yahoo! longs.

Read the full post in TheStreet

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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

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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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RIMM's Collapse Was Predicted in 1993

Best Jim Balsillie quote ever contained within....

Read the full Forbes post

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Thursday, December 15, 2011

Top Ten Keys to Building a Talent Firewall In Your Organization

It's hard to keep your best talent in your organization.  Here are some suggestions on how to do it.

Read the full Forbes post

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What if Mary Meeker is Wrong and Mobile Ads Never Really Take Off?

We assume that Madison Avenue will eventually spend more on Internet and Mobile ads to match the time we spend online. What if they don't and they have their reasons?

Read the full post in Forbes

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Friday, December 09, 2011

Jackson Says Blackstone, Bain in Lead for Yahoo



My appearance from earlier today on Bloomberg TV

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Reading Marc Andreessen's Tea Leaves About Yahoo!

Marc Andreessen's blog post today, likely means that Blackstone and Bain Capital are in the lead for Yahoo!

Read the full post at Forbes

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Thursday, December 08, 2011

What Will Happen Next at Yahoo!

Here is one critical aspect of a Yahoo! cash-rich split that could unlock $20 billion in value that has been overlooked in all the coverage of Yahoo!

Read the full Forbes post

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Monday, December 05, 2011

Google Still Does $640 Million In Annual Revenue In China

Google left China 18 months ago.  It's still the country's 3rd biggest ad revenue generator.

Read full post at Forbes

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How Yahoo! Could Trip Up Facebook's Grand IPO Plans

Will Yahoo! get a do-over to extract maximum value from Facebook prior to its IPO, as it should have down with Google 7 years ago?

Read the full Forbes post

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Friday, December 02, 2011

What Mickey Drexler Learned from Steve Jobs

Over the years, the greatest merchant ever has revealed a few things he's learned from Apple by serving on its board since 1999.

Read the full Forbes post

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Zynga's Market Valuation Has Dropped $13 Billion This Week

Zynga's valuation has dropped 65% in 4 days.  It deserves to keep dropping.

Read the full Forbes post

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Research In Motion's Co-CEOs are Brutal at Fortune Telling

RIM says it won't make its previously lowered full-year guidance. That's not a shocker but it just shows how bad these co-CEOs are at predicting the future.

Read the full post on Forbes

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