bloomberg is limiting it's articles to 140 chars now?
*its
Yahoo to Say It's Exploring Strategic Alternatives
11–20 of 55 posts
Re: Yahoo to Say It's Exploring Strategic Alternatives
#12Dear Yahoo, Remove the fake ads from your home page. Remove the misleading ads from your home page. Sponsored How To Pay Off Your Mortgage Homeowners are surprised and furious. If you owe less than $625,000 on your home, you better read this. Remove the ads from your already terrible email service. Remove the gossip columns that you call news and burry them deep where no one can find it. Stop trying to be good at eve…
I'd imagine most of yahoo's users are not as tech-savvy to know how to disable ads, and since so many people use it it's probably full of these "common-denominator" stuff that we're not used to
> "common-denominator"
Also known as normal people.
Re: Yahoo to Say It's Exploring Strategic Alternatives
#13This reads like a classic sale script. Cut costs(hence the 15% cuts), focus on generating revenue (comments about focusing on core areas), then sell the business. Should be interesting
Re: Yahoo to Say It's Exploring Strategic Alternatives
#14It's interesting that the Alibaba holdings are more of a liability than an asset in this situation.
YHOO is essentially a proxy for BABA, nothing Yahoo does affects the stock price in any meaningful way, and the value of the core business is effectively negative, if you subtract the post-tax value of Alibaba, Yahoo Japan, and cash on hand. But the value of a declining business with billions in revenue each year must be positive.
So selling off Alibaba and Yahoo Japan is the best bet, except you have investors demanding that it be done tax-free, so you can't just sell them, even though the decline of the value of Alibaba during the time it takes to do this process might be larger than the taxes. If Alibaba keeps going down in value, selling it now gives you more money than selling it tax-free in the future. But that might still get you sued by the shareholders, which is stupid.
A reverse spin-off, i.e. selling the core business, has some funny implications as well. Many employees are on work visas, which are tied to a specific employer at a specific address. If this changes, all of those visas become invalid. Obviously, selling the assets and shrinking the market cap, would make it much easier for someone to buy Yahoo.
Re: Yahoo to Say It's Exploring Strategic Alternatives
#15Merge with AOL!
Sure. AOL could bring back the Netscape brand, then after merging they could move to Israel: Net 'n Yahoo.
Re: Yahoo to Say It's Exploring Strategic Alternatives
#16The best video yahoo made, ever !
Re: Yahoo to Say It's Exploring Strategic Alternatives
#17"We admit we have no vision for this company, or its purpose, outside of maximizing shareholder value. Literally, we have no reason to exist other than preserving capital."
Re: Yahoo to Say It's Exploring Strategic Alternatives
#18Dear Yahoo, Remove the fake ads from your home page. Remove the misleading ads from your home page. Sponsored How To Pay Off Your Mortgage Homeowners are surprised and furious. If you owe less than $625,000 on your home, you better read this. Remove the ads from your already terrible email service. Remove the gossip columns that you call news and burry them deep where no one can find it. Stop trying to be good at eve…
Drucker had this idea of a "Business X Ray". Yahoo needs to apply that concept to the business: the most profitable 20% lines of business today and tomorrow need to survive: the other need to be axed; the money flowing into those 80% can be now redirected towards the profitable few.
What Yahoo has is breadth of platform: leveraging that can be done, but it will involve pay-to-play for consumers of the platform, something that is always taken badly by the freeloaders.
It's time for some hard decisions that won't sit well with ICs.
Re: Yahoo to Say It's Exploring Strategic Alternatives
#19It's interesting that the Alibaba holdings are more of a liability than an asset in this situation. YHOO is essentially a proxy for BABA, nothing Yahoo does affects the stock price in any meaningful way, and the value of the core business is effectively negative, if you subtract the post-tax value of Alibaba, Yahoo Japan, and cash on hand. But the value of a declining business with billions in revenue each year must…
Why the assumption that BABA keeps declining in value? Shareholders probably have more faith in BABA than Yahoo core. Would make sense to sell core yahoo and keep Yahoo Japan and BABA under the Yahoo ticker. Reason being the tax from selling the latter two affects your PV more if you believe they will keep growing.
Re: Yahoo to Say It's Exploring Strategic Alternatives
#20Earlier quoted context omitted.
I'd imagine most of yahoo's users are not as tech-savvy to know how to disable ads, and since so many people use it it's probably full of these "common-denominator" stuff that we're not used to
> "common-denominator" Also known as normal people.
haha touche