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  • Deja Vu: AOL Nears New Growth Inflection Point

    Published: March 19, 2014

    AOL is a deceptively cheap asset which is at an inflection point in all three businesses. The street believes EBITDA growth will be half of last year and misses key value catalysts. I believe the company will emerge in the next six months as a growth asset with a stable legacy business with signi...

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  • Yahoo! Initiates Private Equity Strategy

    Published: September 25, 2012

    While I do not typically peddle Eric Jackson's commentary, I thought he put out a good note on Yahoo! the other day regarding the hiring of Jackie Reses. He believes she brings a private equity mindset to the Company, and will prove instrumental in Marissa Mayer's turnaround strategy:

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