this is only scratching the surface, true value should be $300b in conservative terms considering valuations such as ebay, amzn etc
i was implying numbers were low balled but rather taking into consideration alibaba mktgf share in china, expansion to rest of world and current amzn/ebay etc valuations when you consider alibaba dwarfs all.
the asian assets are not fully priced, both alibaba and sofbank/yahoo japan are 20-30% undervalued by current yhoo price also core business are, which by the way are still producing good cash flow while serious repositioning/recalibration is taking place a necessary measure from many years of mismanagement, priced at zero:). marissa increased eyeballs on yhoo properties and will now have amo to use to attract the cash.
cannot tell you what to do, as for myself i have accumulated 15K shares even as my avg price has been rising from $18/share to now around $25.
will see by 12/31/2014 if my bets pay off.
good luck to all, that includes shorts they will need it if not carefull.
yhoo should hit $45 in the next 10 business days, then slight pull back to low $40s and decisively move to around $46 in first two weeks of feb.
take it to da bank folks. :}