Friday, December 23, 2011

The Yahoo! Board Who Couldn't - Just Did

Don't listen to the Business Insider worry-warts: Cash-rich split, here we come. Good news for Yahoo! longs.

Read the full post on Forbes

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Thursday, December 22, 2011

Will MSN Be Yahoo!'s "Other Asset" in a Cash-Rich Split?

Microsoft might give up MSN to get a piece of Alibaba Group and/or Yahoo!, as part of a cash-rich split


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Next Yahoo! Question: What's the Core Worth?

Wednesday's news that Yahoo!'s (YHOO_) board is considering two separate "cash-rich splits" of their stakes in Alibaba Group and Yahoo! Japan is great news for Yahoo! longs.

Read the full post in TheStreet

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Wednesday, December 21, 2011

What If Yahoo! Fired 75% of Its Workforce - Starting With The Board?

Many private equity firms sizing up Yahoo!'s core business believe they could fire 50 - 75% of the headcount with no material impact on revenues. Yet, they are not willing to pay Yahoo! long shareholders the proper multiple based on that "go forward" EBITDA number.

Read the whole post on Forbes

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Monday, December 19, 2011

Where are the Huge Cost Savings Yahoo! Promised Its Shareholders in 2009?

I have a long memory and I remember exactly what Yahoo!'s board promised in 2009 with the Microsoft search deal and how they've failed to deliver. Why should they be trusted now?

Read the full post in Forbes

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RIMM's Collapse Was Predicted in 1993

Best Jim Balsillie quote ever contained within....

Read the full Forbes post

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Thursday, December 15, 2011

Top Ten Keys to Building a Talent Firewall In Your Organization

It's hard to keep your best talent in your organization.  Here are some suggestions on how to do it.

Read the full Forbes post

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What if Mary Meeker is Wrong and Mobile Ads Never Really Take Off?

We assume that Madison Avenue will eventually spend more on Internet and Mobile ads to match the time we spend online. What if they don't and they have their reasons?

Read the full post in Forbes

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Friday, December 09, 2011

Jackson Says Blackstone, Bain in Lead for Yahoo



My appearance from earlier today on Bloomberg TV

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Reading Marc Andreessen's Tea Leaves About Yahoo!

Marc Andreessen's blog post today, likely means that Blackstone and Bain Capital are in the lead for Yahoo!

Read the full post at Forbes

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Thursday, December 08, 2011

What Will Happen Next at Yahoo!

Here is one critical aspect of a Yahoo! cash-rich split that could unlock $20 billion in value that has been overlooked in all the coverage of Yahoo!

Read the full Forbes post

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Monday, December 05, 2011

Google Still Does $640 Million In Annual Revenue In China

Google left China 18 months ago.  It's still the country's 3rd biggest ad revenue generator.

Read full post at Forbes

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How Yahoo! Could Trip Up Facebook's Grand IPO Plans

Will Yahoo! get a do-over to extract maximum value from Facebook prior to its IPO, as it should have down with Google 7 years ago?

Read the full Forbes post

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Friday, December 02, 2011

What Mickey Drexler Learned from Steve Jobs

Over the years, the greatest merchant ever has revealed a few things he's learned from Apple by serving on its board since 1999.

Read the full Forbes post

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Zynga's Market Valuation Has Dropped $13 Billion This Week

Zynga's valuation has dropped 65% in 4 days.  It deserves to keep dropping.

Read the full Forbes post

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Research In Motion's Co-CEOs are Brutal at Fortune Telling

RIM says it won't make its previously lowered full-year guidance. That's not a shocker but it just shows how bad these co-CEOs are at predicting the future.

Read the full post on Forbes

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