marisa mayer Archives

Tag Archives for " marisa mayer "

Yahoo – last one to leave please turn off the lights!

So having failed to rejuvenate the core and divert attention to crystallising value from selling down the peripheral assets, Marissa Mayer and the Yahoo board are now left with the one last option, sell the rump. But with under $5bn of sales and barely profitable, what might it be worth and does the proposed spinoff […]

Beware fake arbitrages on Yahoo – Alibaba!

For an arbitrage opportunity to exist, asset classes need to be fungible (deliverable against each other), so anyone selling you a scheme to “arbitrage” an apparent pricing disparity between related, but non-fungible, assets maybe selling you a dud. When I see investor research by banks, who should know better, promoting “the Yahoo arbitrage trade” […]