Top Ten Reasons Why Large Companies Fail To Keep Their Best Talent

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Top Ten Reasons Why VC-Backed Companies Fail

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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!

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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!

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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.

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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?

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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.

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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.

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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.

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How A Leveraged Recap of Yahoo! Could Actually Work

It's more complex, but there many ways to create value for Yahoo! shareholders should they go down the minority stake leveraged recap path.

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Yahoo!'s Board Can Run But They Can't Hide from Shareholders

The Silver Lake low-ball offer is making many Yahoo! investors despair. This isn't over yet though.

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Microsoft, Silver Lake, THL: Where to Yahoo!?

By Eric Jackson11/29/11 - 12:00 PM EST
NEW YORK (TheStreet) -- Last night, we learned that Microsoft(MSFT_) is likely to team up with Silver Lake on a leveraged recapitalization bid for 20% of Yahoo!(YHOO_). Also, THL(formerly known as TH Lee) is thinking of making an outright bid for the company.

There have been a lot of rumors floating around regarding what will happen with Yahoo! Let's review the key players and the possible outcomes.

The key stakeholders in this drama are:

Jerry Yang and David Filo. The two co-founders of Yahoo! still own about 9% of the company. Although Yang is the public face of the pair, Filo actually has a much bigger stake in Yahoo! But they typically vote together. They don't want to see their baby dismembered. So their optimal outcome would be to see Yahoo!'s core business undergo a renaissance in the years ahead and returned to its place of prominence in the Silicon Valley hierarchy. Many have guessed that Jerry didn't want to sell the company to Microsoft and wants to be aligned with private equity in order to retain control of his baby.

Capital Research. This big mutual fund headed up by famed media investor Gordy Crawford has been a large investor in Yahoo! for a while. They've also been a public critic at times. Remember when Gordy called for a recount of the 2008 shareholders' vote and we learned that the votes cast against Chairman Roy Bostock and other directors was much higher than what was initially reported. They own 6.8% of the company and would like to see the highest price possible -- even if they have to wait six months instead of two months.

Third Point. Dan Loeb is the newest large shareholder in Yahoo! He's now the second largest shareholder giving him a big voice with the board. He's also gone "activist" with Yahoo!, telling them he intends to push for change if he doesn't see the board acting in his (and other shareholders') best interests. He's already asked for two board seats. It's likely he'd launch a proxy contest in the spring if he didn't think the board was moving fast enough.

...

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Should You Buy Zynga? No Way

Zynga starts its IPO Roadshow Monday. The company's not worth more than $5 billion fair value - nowhere near $20 billion.

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The Story Behind Today's Earlier Bogus Sina Rumor

Today's wild false rumor about Sina and Muddy Waters sent the stock into a tailspin.

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I'm Sick of Single or Childless People Complaining About Kids On Planes

Childless people who complain insufferably about having to travel with kids on planes would have their heads explode if they ever had to babysit a kid for more than 24 hours.

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Did Jeff Jordan Know Something When He Quit OpenTable?

The stock is down 72% since Jordan left.

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We've Become a Nation of Bubbleheads

Why We've Become a Nation of Bubbleheads

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What's Craig Mundie Been Smoking?

Microsoft thinks Siri is just a function of good Apple Marketing.

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What If Facebook's IPO Dreams Are Built On As Much Hype As Groupon's?

Bankers hyped up Groupon to get the deal done fast. Beware Facebook's banker who do the same for their IPO. Test the key assumptions built into the business model.

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