Published: January 06, 2016
Back in January, Yahoo (NASDAQ:YHOO) announced it was going to finally spin off its $30B stake in Alibaba (NYSE:BABA) into a newly-formed company named Aabaco.
Aabaco’s main goal and business would be to hold, invest, and trade in Alibaba’s shares. However, after IRS comments made at a Washing...
Published: June 25, 2015
When Groupon went public, it was generating nearly all of its revenues through local coupons and deals. The company acted as a middleman by allowing merchants to offer special deals to its user base, achieving gross margins upwards of 80% in the process. However, this business model had very litt...
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...
Published: October 10, 2013
Tale of the taper. Amidst a Fed-tapering, rising interest/ mortgage rate backdrop, Trulia (the "Company") also finds its growth rates tapering. Copycat risk is extremely high given the lack of a defensible, sustainable competitive advantage and a marginal competitive position as the #2 player in ...
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:
Published: August 22, 2012
Since Third Point first disclosed its position in September 2011, three key overhangs in Yahoo! stock– lack of strategic direction, dysfunctional Board of Directors and unsubstantiated Alibaba valuation – have been addressed, two of which were the direct result of Third Point’s involvement (the s...
Published: August 22, 2012
Since Third Point first disclosed its position in September 2011, three key overhangs in Yahoo! stock– lack of strategic direction, dysfunctional Board of Directors and unsubstantiated Alibaba valuation – have been addressed, two of which were the direct result of Third Point’s involvement (the s...
Published: June 28, 2012
I believe we’re about to see LinkedIn’s first crack with 2Q earnings. I expect the firm to report revenue growth in line with its guidance and consensus for the first time in its public history.
Published: September 11, 2012
<strong>Yahoo! (Nasdaq: YHOO)</strong>
<strong></strong><em>(The following information comes directly from SumZero’s community of buyside analysts.)</em>
SumZero Analysts Following Yahoo!: 37
SumZero Investment Reports on Yahoo!: 4
<strong>SumZero Community Sentiment:</strong>
<em> <st...