Yahoo! Inc. (YHOO) Message Board

congratulations

Maybe you should start reading the tax code. None of these companies are stealing anything the US tax code allows them to do exactly what they are doing.

Take off the blinders and see the light. This is a great deal.

Looks like the market likes Yahoo's move to buy TUMBLR. Already topped average volume for the day and the stock is up over $27.

Yes, but must get the right deal. Content will be #1.

I think the best opportunity with July would be to partner wi

They have plenty of cash, stock and borrowing capacity to make a very large deal. I think they will continue to make several small deals to add intellectual property (people) to the organization.

Do you remember utube or Facebook? How about alibaba? They all had naysayers questioning valuations.

I agree. Yahoo is not finished with their acquisitions.

Would be a smart move to have an honest public distraction to hold a meeting on another topic.

Amen.

Direct TV evidently now has interest in Hulu.

It had to go down to buy more

Here's part of the story from Motley Fool.

Rumors are starting to surface that Yahoo! (NASDAQ: YHOO) will be acquiring Hulu. Yahoo! needs to make a successful entrance into the video streaming market with Hulu being its best bet at competing with either YouTube or Netflix (NASDAQ: NFLX). This should give shareholders added reason to stay the course with the company.

Hulu's valuation estimate

According to Washington Post, Hulu’s revenue last year jumped more than 65% to $695 million, driven by advertising and subscriptions, the company said on its blog. The service has more than 4 million paying subscribers and served commercials from more than 1,000 advertisers in 2012, a 28% increase from a year earlier.

The industry average price to sales ratio for internet content and information companies is 4.06 (I averaged every price to sales ratio in the internet content and information industry).

Assuming the sales figures of $695 million are accurate, the stock would have to be bought at 4.06 times that value which implies that the company is worth $2.8 billion based on my fair value estimate. Again, I could only use the Price to Sales ratio as that is the only quantitative data on the company’s operations I have available to me.

Yahoo! has a lot of capital on its balance sheet. In fact, Yahoo! has around $4.1 billion in cash and short-term investments. The company’s large cash pile means it can afford a potential buyout of Hulu

Story today from Motley Fool

Looks like Yahoo is leading the pack in buying Hulu according to news reports.

Maybe that's why Apple is down again today. The insiders think you are right and don't like the idea so they are selling down Apple.