71–80 of 112 posts
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Where can you possibly borrow $22 billion with stock as the collateral?
Acquisitions with much of the purchase being done in stock. My understanding is that this is very common.
Alibaba going for a higher selling price just makes the continued undervaluing of Yahoo itself increasingly hilarious. At some point, I would think someone will want to buy them for all of this free money they have sitting around. YHOO market cap : 42.3bn + liabilities : 3.7bn = 46bn (to own outright) Meanwhile: Cash on hand = 1.1bn + Other assets = 15.3bn + Cash from Alibaba sale = 8.3bn + Value of remaining Alibaba…
Who'd want to buy stock from a company firing everyone and shutting down?
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Why don't you think Marisa is up to the task? She seems more than capable to me, and has done a remarkable job leading Yahoo so far.
From an IQ perspective, I think she is probably among the top 5 executives in the Valley - likely smarter than Sergey Brin or Larry Page, her former co-workers at Google. She's brilliant. I'm only going by her performance thus far - for whatever reason, most of her acquisitions have been blunders. There are valuable start-ups all around - it doesn't make sense to me that Yahoo can't find them. I realize that there is…
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No need to fire everyone. Yahoo made $38M net profit on operations last quarter. All they would have to do is maintain their current assets and employees and the owners get $160m/year in free cash. Then, using their effectively unlimited supply of capital in the form of Alibaba stock, they could make some very smart acquisitions (think for example of buying an instagram for $1b cash and growing it to what it is today…
They do still have some smart people, but I don't think anyone or any amount of money can turn things around for them in any meaningful way. Their pre-Marissa acquisitions were almost universally wastes of time and money. It's too soon to tell about the recent acquisitions, but I don't see them making that $1bn back from Tumblr in my lifetime. Yahoo is an also ran, constantly playing catch up and trying to emulate th…
That is... terrifying. No wonder smart people leave.
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It sells more product than both ebay and amazon combined.
While we're having fun with numbers that don't make much sense to compare given the differences in businesses... Apple generates ~1,000% more net income than Alibaba (projected 2014). Amazon has about ~900% more revenue than Alibaba. Apple has about ~2,000% more revenue than Alibaba. eBay does 100% more in revenue than Alibaba
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They could buy an Instagram or two.
They should buy Buzzfeed
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From an IQ perspective, I think she is probably among the top 5 executives in the Valley - likely smarter than Sergey Brin or Larry Page, her former co-workers at Google. She's brilliant. I'm only going by her performance thus far - for whatever reason, most of her acquisitions have been blunders. There are valuable start-ups all around - it doesn't make sense to me that Yahoo can't find them. I realize that there is…
On the basis of what evidence do you make such grand claims about her intellectual abilities?
Alibaba going for a higher selling price just makes the continued undervaluing of Yahoo itself increasingly hilarious. At some point, I would think someone will want to buy them for all of this free money they have sitting around. YHOO market cap : 42.3bn + liabilities : 3.7bn = 46bn (to own outright) Meanwhile: Cash on hand = 1.1bn + Other assets = 15.3bn + Cash from Alibaba sale = 8.3bn + Value of remaining Alibaba…
> Value of remaining Alibaba stock Who'd want to buy stock from a company firing everyone and shutting down?