No Second Acts

As I’ve written, Yahoo!’s future is murky, it may be acquired, and it exists in a sort of funny kind of limbo. It’s a phenomenally popular site with hundreds of millions of visitors, and yet, most of its value is locked up in its partial stake in Alibaba, and to a lesser extent, Tumblr and … Continue reading No Second Acts

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

France Wants Foreign Capital, Except When it Doesn’t

daily motionWith Marissa Mayer at the helm, Yahoo! is on a spending spree. In an effort to become a new online hub for video, the company snapped up the rights to stream episodes of Saturday Night Live – previously a Hulu special – and recently attempted to purchase the popular French video site DailyMotion. However, the government of President Francois Hollande has expressed its objections to the takeover, and sought to block the deal. Continue reading “France Wants Foreign Capital, Except When it Doesn’t”