Tagged: Yahoo

Yahoo and The Biggest Loser…Shedding Fat

Yahoo ( $yhoo ) gets no respect. Today, they announced earnings. No one cared. Yesterday, Apple announced earnings…EVERYONE cared. After Yahoo announced a tripling of earnings (i imagine all from cost cutting), you CAN’T find one story on TechMeme about them. Apple is still the whole front page. Actually, there is one story on TechMeme…the …

Lucky for us the Market is Efficient (wink!)

Random walk…bunk. Efficient markets…bunk squared… Chaos…YES…with a dash of occasional Rationality So Alibaba debuted in the casino of a market they call China. The particluars of this financial screw job are here on Bloomberg (not that it is not an important internet business). Alibaba is the perfect example of why you can own the best …

Yahoo…Just Partly Dead

I love the movie “The Princess Bride”. Billy Crystal has a great cameo in which he declares of the Prince…”He is only partly dead!” I could not find that scene on YouTube (Google must be a short and definitely overpaid :) ), so I hijacked my favorite scene from the movie instead (Google stole YouTube): …

Internet Animal Spirits…RERUN?

The last internet bubble was marked by the AOL/Time Warner merger. Here’s what we have going on today: 1. The Facebook/Microsoft chatter is now deafening. 2. Amazon is back at all-time highs and has an iTunes killer? :) 3. RIMM goes up 5 percent a day, so does Apple and Baidu. Most important, the laggard …