To answer your question, yes I own shares in TWTR from last week @ $28/share. But I own more YHOO since $14.85. I just don't want YHOO's share price being whipped around by BABA's shares. Besides, if GOOG or FB acquires TWTR, it will be all over for YHOO for any meaningful growth in mobile. Another point is that TWTR is like a 24-hour news feed. I think the cost of TWTR is way better than hiring a Katie Couric. And YHOO doesn't even have to do a deal with ABC for their news stories because all news personalities and networks are all using TWTR.
With TWTR on board, Yahoo instantly becomes a big player in the social game. If it can successfully execute by intertwining TWTR service with its owns services (news, finance, flickr photos, sports, fantasy sports, etc.), I think it can start seeing markedly improvement in its financial results. Think of it...how many people will start tweeting when they play the daily fantasy games. This will attract a lot of advertisers. However, I don't know if $45/share for TWTR is enough.
Why not Yahoo just replace Mayer with Eric Jackson as CEO since he always seems to know what clicks and what doesn't.
It is always easy to come up with a plan than executing it. He was talking about people are willing to pay $10/month to see Jon Stewart's contents. Really??? Netflix only costs $8.99/month for a wide variety of shows to stream. Why would people just pay $10/month to see one guy's creations?