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. It's different again today. It seems like (for whatever strange reason) they're displaying their logo in a completely different font every day. Link to comment Share on other sites More sharing options...
txlaw 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. It's different again today. It seems like (for whatever strange reason) they're displaying their logo in a completely different font every day. It's actually a marketing campaign they announced earlier this month: http://www.yahoo.com/dailylogo Sort of first with the new "design" mentality that Mayer is trying to purvey. Incidentally, I sold out of my small trading position. It worked out as a trade, but it's hard to figure out at this point whether Marissa Mayer's acquisition strategy makes sense. 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. It's different again today. It seems like (for whatever strange reason) they're displaying their logo in a completely different font every day. It's actually a marketing campaign they announced earlier this month: http://www.yahoo.com/dailylogo Sort of first with the new "design" mentality that Mayer is trying to purvey. ah..must've missed that. Link to comment Share on other sites More sharing options...
CorpRaider 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. It's different again today. It seems like (for whatever strange reason) they're displaying their logo in a completely different font every day. Wouldn't life be so much easier if you could just greenmail management? haha. It's actually a marketing campaign they announced earlier this month: http://www.yahoo.com/dailylogo Sort of first with the new "design" mentality that Mayer is trying to purvey. Incidentally, I sold out of my small trading position. It worked out as a trade, but it's hard to figure out at this point whether Marissa Mayer's acquisition strategy makes sense. Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 21, 2013 Share Posted August 21, 2013 The more I think about Yahoo, the more I am interested. I think something is afoot. Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 21, 2013 Share Posted August 21, 2013 Surprise, surprise: http://venturebeat.com/2013/08/21/comscore-crowns-yahoo-over-google/ Link to comment Share on other sites More sharing options...
DCG Posted August 21, 2013 Share Posted August 21, 2013 I like what they're startng to do from a design standpoint, but a not clear on how it's going to translate into earnings yet. Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 21, 2013 Share Posted August 21, 2013 I like what they're startng to do from a design standpoint, but a not clear on how it's going to translate into earnings yet. The standard operating procedure is to hook users first and then monetize them. Its what FB did, its what Twitter is doing and so on. The monetization is coming soon. She knows how long her runway is. Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 24, 2013 Share Posted August 24, 2013 Posting this to revisit in a year: http://gigaom.com/2013/08/22/no-henry-you-need-to-get-real-about-yahoo-here-are-the-facts/ Link to comment Share on other sites More sharing options...
Guest wellmont Posted August 24, 2013 Share Posted August 24, 2013 I am with Loeb and Malik on this one. sell sell sell. :) Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 24, 2013 Share Posted August 24, 2013 I am with Loeb and Malik on this one. sell sell sell. :) Sell Yahoo and Apple and RIm and Microsoft and Sears and and and . You're the investor who only sells, not buys :D Link to comment Share on other sites More sharing options...
txlaw Posted August 25, 2013 Share Posted August 25, 2013 http://www.businessinsider.com/marissa-mayer-biography-2013-8 Link to comment Share on other sites More sharing options...
Guest wellmont Posted August 25, 2013 Share Posted August 25, 2013 I am with Loeb and Malik on this one. sell sell sell. :) Sell Yahoo and Apple and RIm and Microsoft and Sears and and and . You're the investor who only sells, not buys :D apple is a hold not a sell. ::) Link to comment Share on other sites More sharing options...
Guest wellmont Posted August 25, 2013 Share Posted August 25, 2013 http://www.businessinsider.com/marissa-mayer-biography-2013-8 not sure if this is going to end well....:) Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 25, 2013 Share Posted August 25, 2013 I am with Loeb and Malik on this one. sell sell sell. :) Sell Yahoo and Apple and RIm and Microsoft and Sears and and and . You're the investor who only sells, not buys :D apple is a hold not a sell. ::) Really??? Apple is losing market share, everyone is switching to Samsung, they have no new products, Tim Cook doesn't know what he's doing and you hold the stock? Is Facebook a sell or do you hold that too? Link to comment Share on other sites More sharing options...
Guest wellmont Posted August 26, 2013 Share Posted August 26, 2013 don't own it anymore. tried to get cute and do a tax loss sale in hopes I could buy it back. but it took off on me and after not such a great quarter too. facebook is doing fine now. I don't see it as cheap. But I can't predict where teens and college kids, and after that their parents, are going to go next. ;D so I would not own it myself. Link to comment Share on other sites More sharing options...
Palantir Posted August 26, 2013 Share Posted August 26, 2013 http://www.businessinsider.com/marissa-mayer-biography-2013-8 not sure if this is going to end well....:) You may short Yahoo but are you long Marissa Mayer? Link to comment Share on other sites More sharing options...
Guest wellmont Posted August 26, 2013 Share Posted August 26, 2013 You may short Yahoo but are you long Marissa Mayer? this may end badly. http://www.nypost.com/p/news/business/monster_mayer_VrobE7ww2asDBvpN9Uw6pJ Link to comment Share on other sites More sharing options...
Palantir Posted August 26, 2013 Share Posted August 26, 2013 Dan Loeb is the father of Marissa's baby. You heard it here first! Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 26, 2013 Share Posted August 26, 2013 don't own it anymore. tried to get cute and do a tax loss sale in hopes I could buy it back. but it took off on me and after not such a great quarter too. facebook is doing fine now. I don't see it as cheap. But I can't predict where teens and college kids, and after that their parents, are going to go next. ;D so I would not own it myself. So you lost money on Apple which is a stock that is up more than 25% from its bottom? Why don't you post your analysis on the Apple thread, telling us why you think Apple is a hold? Link to comment Share on other sites More sharing options...
LC Posted August 26, 2013 Share Posted August 26, 2013 I am with Loeb and Malik on this one. sell sell sell. :) Sell Yahoo and Apple and RIm and Microsoft and Sears and and and . You're the investor who only sells, not buys :D apple is a hold not a sell. ::) Really??? Apple is losing market share, everyone is switching to Samsung, they have no new products, Tim Cook doesn't know what he's doing and you hold the stock? Is Facebook a sell or do you hold that too? How do you respond to the argument that Apple has managed to turn a constantly evolving and commodity-like product (computing) into one of the strongest consumer brands in the last fifty years? The long thesis in my opinion is that whatever the future holds in terms of consumer technology, Apple will manage to own the high-end of that market and will set the trend for others to follow. Maybe over the next two-three years they lose share to Samsung and margins are compressed, but over the Long Haul, do you really believe any other company can transform commodity technology into high margin consumer branded products? Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 26, 2013 Share Posted August 26, 2013 I am with Loeb and Malik on this one. sell sell sell. :) Sell Yahoo and Apple and RIm and Microsoft and Sears and and and . You're the investor who only sells, not buys :D apple is a hold not a sell. ::) Really??? Apple is losing market share, everyone is switching to Samsung, they have no new products, Tim Cook doesn't know what he's doing and you hold the stock? Is Facebook a sell or do you hold that too? How do you respond to the argument that Apple has managed to turn a constantly evolving and commodity-like product (computing) into one of the strongest consumer brands in the last fifty years? The long thesis in my opinion is that whatever the future holds in terms of consumer technology, Apple will manage to own the high-end of that market and will set the trend for others to follow. Maybe over the next two-three years they lose share to Samsung and margins are compressed, but over the Long Haul, do you really believe any other company can transform commodity technology into high margin consumer branded products? I was being sarcastic to Wellmont. He likes to say one thing and do the exact opposite. I'm simply calling him out. You're right on Apple though. Competitors are show that they are good at copying Apple but are not capable of outdoing them. Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 28, 2013 Share Posted August 28, 2013 I like what they're startng to do from a design standpoint, but a not clear on how it's going to translate into earnings yet. The standard operating procedure is to hook users first and then monetize them. Its what FB did, its what Twitter is doing and so on. The monetization is coming soon. She knows how long her runway is. Aaaannnnnnd the monetization starts to trickle in: http://techcrunch.com/2013/08/27/yahoos-redesign-isnt-over-yet-more-sites-ad-formats-to-come/ Link to comment Share on other sites More sharing options...
Guest valueInv Posted September 7, 2013 Share Posted September 7, 2013 Progress: http://techcrunch.com/2013/08/29/flickr-grows-post-relaunch-tumblr-now-7-2-of-sites-referral-traffic/ Link to comment Share on other sites More sharing options...
DCG Posted September 7, 2013 Share Posted September 7, 2013 On the flip side of their nicely designed programs like their weather app, their recent redesign of Yahoo Sports and fantasy sports is pretty awful, and they are getting a lot of criticism of it. Link to comment Share on other sites More sharing options...
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