Yahoo – Bad Stock…Great People

My friend Marc Levin invited Lindsay and I out to Hoboken to film a Wallstrip episode last Monday. Marc is a good friend and huge Wallstrip supporter. He loves golf and we will get out one of these days.

It was 400 degrees and humid and you will see the sweat on my brow shortly in a Wallstrip episode. I was excited at the chance to meet Ivanka Trump and bitch at her about her dad destroying shareholder value. I was late so asked Lindsay to do it for me.

Lindsay and Ivanka Trump went toe to toe and rumor has it… a ‘catfight’ ensued :) . I can only share flickr photos of the meetup for now .

Back to Yahoo…

Yahoo is a bad stock that has great people working for it. It’s so big, I can’t even fathom all the unwinding that needs to be done. They have some incredible assets, but have basically become a conglomerate and I can’t explain what they do.

They have lost their ‘elevator pitch’. Until they find it, the stock languishes but for news and rumor blips.