« Cramer on Banks & Books: Fiction, Fiction, Fiction | Main | JPMorgan: Trouble in Online Ad-Land »
Latest Stories
- Excel Wankers and Recession Averages
- Sorry, New York is Closed. Check Back Later.
- Catching Falling 2009 Earnings Estimate Knife
- Survivorship Bias in Global Markets
- Talking Positions on a Lazy-ish Retirement Portfolio
January 17, 2008
Yahoo: Estimating the Break-Up Value
Analysts at Breakingviews do a nice job today of arguing a) why Yahoo could be broken up profitably by an activist investor (spin out its Asian investments and dump search); and b) why the break-up value is at least a 60% premium on the current share price, or $36.
I thought this sort of thing would happen last year -- and it didn't, which messed with my Yahoo vs Google trade in 2007 -- but it's even harder not to believe there won't be pressure for big change this year.
Read the piece.
Sphere It
|
Digg it
|
Bookmark it
|
Stumble it
|
Facebook it








