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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.
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