Guest wellmont Posted May 20, 2013 Share Posted May 20, 2013 ^I'm aware of that article btw, who did they quote? Any statement from the company elders about how Marissa is the design guru? Steve Jobs happily names Ive as his design brain, but can you find anything from Larry? There are tons of puff pieces about Mayer (You cited one), about how using Google search is a "a trip inside Marissa Mayer's mind" LMAO and about how she invented Google. So she's the designer and the search brain? Yikes. This reminds me of the article about Scott Forstall as the "next Steve Jobs". LMAO. All evidence suggests that Google's design was a collaborative effort by many of its developers, however in recent years they've hired designers to do away with that approach and come up with a minimalistic design language. http://www.economist.com/news/business/21573160-web-giant-wants-be-known-beauty-well-brains-dont-be-ugly I already said I don't think her background as chief designer and product manager at GOOG is the best training to be CEO. But I want this thread to have accuracy and not mis-information. it should not surprise anybody that goog has gone to a collaborative approach now that MM is no longer working there. Link to comment Share on other sites More sharing options...
writser Posted May 20, 2013 Share Posted May 20, 2013 Not that this thread was going anywhere fast, but it's nice to see it's gone from 0 to 60 down the LVLT/AAPL/RIMM highway :o Yeah agreed .. Especially the topics about hot tech stocks seem to go down the drain pretty fast (but at least this one has some pretty pictures). Let's get back on-topic, this topic should not center around who designed the Google frontpage. Link to comment Share on other sites More sharing options...
Parsad Posted May 20, 2013 Share Posted May 20, 2013 Not that this thread was going anywhere fast, but it's nice to see it's gone from 0 to 60 down the LVLT/AAPL/RIMM highway :o Yeah agreed .. Especially the topics about hot tech stocks seem to go down the drain pretty fast (but at least this one has some pretty pictures). Let's get back on-topic, this topic should not center around who designed the Google frontpage. Yes guys...get back on topic regarding Yahoo. Less bickering, more analysis. Cheers! Link to comment Share on other sites More sharing options...
merkhet Posted May 20, 2013 Share Posted May 20, 2013 Yes guys...get back on topic regarding Yahoo. Less bickering, more analysis. Cheers! And, failing that, at the very least, post more pictures of Ms. Mayer looking great in a tight skirt. Yowza! Link to comment Share on other sites More sharing options...
Guest valueInv Posted May 20, 2013 Share Posted May 20, 2013 Yes guys...get back on topic regarding Yahoo. Less bickering, more analysis. Cheers! And, failing that, at the very least, post more pictures of Ms. Mayer looking great in a tight skirt. Yowza! You'll need to visit Tumblr for that :) Link to comment Share on other sites More sharing options...
constructive Posted May 20, 2013 Share Posted May 20, 2013 Yes guys...get back on topic regarding Yahoo. Less bickering, more analysis. Cheers! And, failing that, at the very least, post more pictures of Ms. Mayer looking great in a tight skirt. Yowza! You'll need to visit Tumblr for that :) And let us know if you generate any ad revenue. Link to comment Share on other sites More sharing options...
Palantir Posted May 20, 2013 Share Posted May 20, 2013 ^ Oh Snap! Link to comment Share on other sites More sharing options...
Parsad Posted May 20, 2013 Share Posted May 20, 2013 Yes guys...get back on topic regarding Yahoo. Less bickering, more analysis. Cheers! And, failing that, at the very least, post more pictures of Ms. Mayer looking great in a tight skirt. Yowza! You talking about this one? I have to say...quite impressive! Cheers! Link to comment Share on other sites More sharing options...
Guest valueInv Posted May 20, 2013 Share Posted May 20, 2013 ^ Oh Snap! Indeed: http://feeds.venturebeat.com/~r/Venturebeat/~3/zCFkNmiA0Hg/story01.htm Link to comment Share on other sites More sharing options...
Guest wellmont Posted May 23, 2013 Share Posted May 23, 2013 Dear Marissa, http://www.flickr.com/help/forum/en-us/72157633569621979/page2/ Link to comment Share on other sites More sharing options...
Guest hellsten Posted May 24, 2013 Share Posted May 24, 2013 Marissa wants to buy millions of eyeballs: Yet Another Hulu Bidder! Yahoo Is In, Too. https://news.ycombinator.com/item?id=5764732 The Web giant submitted a bid for the video site this morning, according to a person familiar with process. Other people looking to buy all or a piece of Hulu include: Directv, Time Warner Cable William Morris Endeavor, along with with PE backer Silverlake KKR Guggenheim Digital The Chernin Group DTV is interested, so maybe there's some value in Hulu? Link to comment Share on other sites More sharing options...
bmichaud Posted May 25, 2013 Share Posted May 25, 2013 $700MM of revenue in 2012. http://www.engadget.com/2012/12/17/hulu-2012-results/ Tried to sell for $4B last year. http://www.businessinsider.com/providence-sells-hulu-stake-at-2-billion-valuation-2012-4 Wish they were bidding as part of a cash-rich spin-off.... Link to comment Share on other sites More sharing options...
DCG Posted June 6, 2013 Share Posted June 6, 2013 Side note - Yahoo's new iPhone weather app kicks ass. Best thing Yahoo has created in about a decade. Link to comment Share on other sites More sharing options...
Kiltacular Posted June 7, 2013 Share Posted June 7, 2013 Side note - Yahoo's new iPhone weather app kicks ass. Best thing Yahoo has created in about a decade. DCG isn't kidding. I'm impressed. I'd say I'm surprised that I'm excited about a weather app but this has all the things -- easily accessible -- that my other weather apps didn't have. Plus, in the area where you set your cities, they have links to their other apps...one of which is "Sportacular". Someone else cut their teeth on Halo. ;) Thanks for the tip, DCG Link to comment Share on other sites More sharing options...
myvalueedge Posted June 23, 2013 Share Posted June 23, 2013 For those who may be interested see attached sum of parts YHOO valuation.YHOO_Sum_of_Parts_Analysis_062213.xls Link to comment Share on other sites More sharing options...
Liberty Posted July 18, 2013 Share Posted July 18, 2013 http://brooklyninvestor.blogspot.ca/2013/07/yahoo-alibaba-group.html Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 18, 2013 Share Posted July 18, 2013 Nice little pop today. Up 10%. Link to comment Share on other sites More sharing options...
DCG Posted July 18, 2013 Share Posted July 18, 2013 Really nothing very good about that quarter except for Alibaba. Link to comment Share on other sites More sharing options...
krazeenyc Posted July 22, 2013 Share Posted July 22, 2013 Loeb says goodbye. Link to comment Share on other sites More sharing options...
Guest wellmont Posted July 22, 2013 Share Posted July 22, 2013 Dan Loeb: Yahoooooooo!!!!!!!! Link to comment Share on other sites More sharing options...
Liberty Posted August 1, 2013 Share Posted August 1, 2013 http://www.businessweek.com/articles/2013-08-01/can-marissa-mayer-save-yahoo Link to comment Share on other sites More sharing options...
jturro Posted August 2, 2013 Share Posted August 2, 2013 Thanks Liberty for posting this interesting article. I think it's extremely difficult to tell whether the turnaround will succeed. I bought Yahoo shares 3 and a half years ago because their Asian assets seemed to be undervalued, not because I expected much from the business itself. Over the last year, I've seen the turnaround as a nice bonus, not the reason to own the stock. Now I'm doubting because the Asian assets seem to be more fairly valued (otherwise Loeb woudn't have sold) and the outcome of the turnaround attempt is still not clear. On the other hand, if they don't succeed, the value of the Asian assets should still prevent the stock's price from declining a lot... so I don't know what to do. I guess I will sell part of the shares I own (my exposure to this stock is too big now) and keep the rest for a bit longer. What do you guys think about Yahoo's current upside potential and downside risk? Link to comment Share on other sites More sharing options...
bmichaud Posted August 2, 2013 Share Posted August 2, 2013 I'm quite surprised Third Point et al resigned from the board. Ya Third Point had a great return thus far from its Yahoo! investment, but I thought they were in it for far more than a double, and I thought they could get there via some serious financial engineering. With a debt-free balance sheet and tax-efficient disposal potential for the Asian assets, Yahoo! could almost take itself private right now..... But with Third Point now off the board, not only do I not think a game-changing financial engineering event will occur, but I believe the margin of safety has declined considerably now that over 2/3 of the market cap is in the hands of an acquisition-hungry CEO looking to re-create Google. Tumblr??? gimme a break. Hulu??? My broke college-age brother can't stand how bad Hulu is now. I have little faith in a CEO who cannot publicly articulate a single ROI, IRR or synergy metric for an acquisition such as Tumblr. It's like Ballmer with Skype >:( Plus Alibaba won't even list in the US b/c of accounting rules - that doesn't illicit warm and fuzzy feelings as a Yahoo! shareholder. Link to comment Share on other sites More sharing options...
fareastwarriors Posted August 16, 2013 Share Posted August 16, 2013 http://dealbook.nytimes.com/2013/08/16/mayer-yahoos-c-e-o-goes-chic/ Mayer, Yahoo’s C.E.O., Goes Chic Marissa Mayer on cover of Vogue. Link to comment Share on other sites More sharing options...
DCG Posted August 20, 2013 Share Posted August 20, 2013 So, what exactly is Yahoo doing with their logo? It's changed I think 4 times on their sites in the last week. Link to comment Share on other sites More sharing options...
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