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Items Tagged With YHOO

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.
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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.

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Greenhorn Investor (II): Coming to Terms
Written By: Sean Rogan
2007-04-27 15:06:23

Episode II

Going Back to Basics: Coming to Terms

Neubert’s a pretty busy guy, what with running a magazine, sitting on various boards, promoting, writing articles… and of course, managing his portfolio, so right off I need to accept the fact that I cant just go running to him every time I have a question: I need to be self sufficient.

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If Yahoo Is Being Prepped for Sale, At What Price?
Written By: David Neubert
2008-01-01 13:54:47
Ashkan Karbasfrooshan writes about a potential sale of Yahoo.

But with a market cap of $33 billion (minus $2 billion in cash) that doesn’t leave many potential buyers with enough market cap to swallow Yahoo. All the buyers/partners that are big enough, like Microsoft and Google, are already competing with Yahoo, so they aren't really buyers. I think the sale could happen, but at a lower price. A potential sale/merger puts a floor on the stock, but I don’t think it provides much upside.

Disclosure: I am long YHOO and MSFT. I am short 25 and 35 strike calls on YHOO.

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Microsoft Celebrates If Yahoo Fumbles
Written By: David Neubert
2008-03-12 15:02:34
Eric Savitz asks, "What will Microsoft do if Yahoo Whiffs Q1?"  My bet is that the market will think Microsoft (MSFT -$28.63) is paying too much for Yahoo (YHOO- $28.45) and perhaps will be hit and go down a buck or two.  What SHOULD Microsoft do?  CELEBRATE.  Yahoo still has huge web traffic and a killer franchise with billions of eyeballs.  The fact that they can't make good money off that AGAIN just means they need Mr. Softy more than ever.  Microsoft should lower their bid and I would think that MSFT would rally on the fact that Yahoo just got cheaper.

Silicon Alley Insider, Henry Blodget's take on Yahoo Earnings Scenario.

Thomas Hawk on Why Microsoft should lower their bid.


Disclosure:  I own MSFT.  I am short March $31 calls against a 1/5 of my position.  I do not own YHOO.  I do own April and July $30 strike calls on YHOO.  See why I sold all my Yahoo and bought calls?

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