Items Tagged With Media

Eric Jackson Represents the Little Guy for Change at Yahoo, The Panelist Quoted
Written By: David Neubert
2007-06-30 20:37:51
In this story from The Naples Daily News, local resident Eric Jackson manages to shake up Silicon Valley giant Yahoo (YHOO - $27.13). Because I was the first blogger to notice Mr. Jackson's Plan B campaign to increase shareholder value at Yahoo, reporter Laura Laydon called up for a couple quotes.

Follow Up: Yahoo Response to Microsoft's Letter
Written By: David Neubert
2008-04-07 10:52:12
So Yahoo (YHOO - $27.82), calls out Microsft (MSFT - $29.30) and details responses to their fight over Yahoo's online brand, assets and people. Larry Dignan at ZDNet does a fantastic job of ironically translating the letter from Yahoo to Microsoft.

What does this all mean? Yahoo is willing to have a proxy fight and thinks they can win. A deal between Microsoft and Yahoo is probably further away than ever. The situation is starting to look like a lose-lose for Microsoft. Either they pay up too much for Yahoo and dilute their share price, or after a long proxy battle, Microsoft eventually acquires an engineer/key employee depleted Yahoo at the lower stock price.

Add Comment (0)

McDonald's Product Placement Ruins Journalism
Written By: David Neubert
2008-07-24 16:27:21
I have to respect any consumer products company that is innovative in its marketing. First McDonald's knocks over Starbucks (SBUX - $14.54) with competing coffee. Now they trick the Meredith corporation into accepting innovative product placement no self respecting journalist would take. According to the New York Times, KVVU News in Las Vegas is accepting product placement during newscasts. While I can't blame McDonald's (MCD - $58.37) in this case for working hard and clever, I have to shed a tear for American journalism.

Add Comment (1)

My Favorite Activist Investor is Getting Ready to Attend The Yahoo 2007 Shareholder Meeting
Written By: David Neubert
2007-06-11 15:21:57
I just saw Eric Jackson talking to Maria Bartiromo on CNBC. He's getting press for his small shareholder campaign to shake up management.

Add Comment (0)

New York Times (NYT): Buy the Paper, Sell the Stock
Written By: David Neubert
2007-02-26 23:40:12

My inner contrarian says, "read all about it!" My inner value investor says, "run away!"