I agree. If things are stagnant or declining, she is not the right CEO, and then they must put it up for sale.
That is a bold statement. And I don;t agree. She has BLOWN cash and one has no idea what the case woudl have been without Loeb jamming her in this role. Maybe a COO.
They know she is not a CEO. the punishment will continue until she is fired. She is operating a business a negative value. That is an amazing feat.
If baba drops (which I really don't think it will) then buy to keep the pps flat.
I don't agree with anything you wrote. Check your math..... The div's dont even compare to the losses in PPS
Boardroom? Loeb and her picked this board, they are empty. Come one man. She is 100% responsible for a negative valuation and EJ keeps pointing this out.
I don't disagree with one point he has made.
Massive layoffs are needed.
Horrible and wasteful aquihires
Marissa Mayer? How awful she is as CEO
Really no need to go on. And please don;t give me any: "shares up since she started", as that is 100% BABA.
Positive. Time to look at the struggle that IBM is having. It is very well documented that IBM is sprinting away from HW. They already have a storage platform, why on earth would they bring in BOX. Sorry man, but this is just not a case.