Friday, October 26, 2012

YHOO: Yahoo's Fair Value Is $49. Here's How

Yahoo's Fair Value Is $49. Here's How
by Gregg Fumanti

I'm sure you are all familiar with Yahoo and maybe even use their products on a daily basis. I won't elaborate too much on a business description here, but instead provide insights as to why a long position in YHOO could provide tremendous upside to your portfolio. Yahoo had their lunch eaten by Google in the past few years and I think this trend is about to change. Central to my investment thesis are the following points: 1. World class management team; and 2. Discount to sum of parts. read more »

More on YHOO:

Other articles that mention YHOO:
Yelp - Bubbles Swell Before They Burst by Seeking Beta To Your Alpha


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