Who Would Buy Yahoo?

After I wrote my post about Tumblr’s hidden value the other day, Ben Schenker and I got into a conversation about if Yahoo! might present an appealing takeover target, similar to Verizon’s acquisition of erstwhile internet behemoth AOL. It’s hard to imagine, but AOL also seemed equally improbable. Despite its somewhat dated brand image, it’s still … Continue reading Who Would Buy Yahoo?

Tumblin’ Dice

There’s been some hubbub lately about the potential tax implications of Yahoo’s planned spinoff of its 15% stake in Chinese ecommerce giant Alibaba. Those shares, worth about $25 billion, would account for the lion’s share of Yahoo’s $29 billion market cap at close of trading on Monday. This math got me thinking about Yahoo’s other big acquisition … Continue reading Tumblin’ Dice