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Yahoo – Another last hurrah?

Apollo bets $5bn on a fourth attempt. Apollo is paying $5bn to acquire 90% of Verizon’s media assets in yet another sure signal that the...

Verizon / Yahoo – Digital desert.

Reply to this post           No last hurrah for Yahoo. Despite its recent acquisition by Verizon, the decline of Yahoo’s assets...

Yahoo – Fair fee.

Reply to this post           I don’t begrudge Marissa her 5% payoff. While it appears that Marissa Mayer is being paid...

Yahoo – Earned asset

Reply to this post           This time Marissa has really earned her payoff. Following the sale of the Yahoo core business...

Yahoo & Verizon – Final execution.

Reply to this post           Finally, Yahoo executes. Yahoo may have badly failed to create any value for investors in mobile,...

Yahoo – Calculated gumption

Reply to this post           Even if Verizon walks, there is value in Yahoo.  Yahoo has revealed yet another hack casting...

Yahoo – Irrelevant pandemonium.

Reply to this post           The mess of the Verizon sale is almost irrelevant when valuing Yahoo. It is becoming clear...

Verizon / Yahoo – Irrelevant challenge.

Reply to this post           With Verizon, Yahoo likely to become irrelevant.  Verizon is embarking on building an ecosystem but second...

Yahoo – Fire sale

Reply to this post           Long-term investors pay heavily in lost opportunity.   Only in the context of Yahoo’s awful execution...

Yahoo Q2 16A – Slough of despond

Reply to this post           Another quarter marred by more of same.  Yahoo reported another dismal quarter where it badly underperformed...