
Caveat Lector:
Below are a series of complete guesses and assumptions about what Yahoo and Marissa Mayer may do, and market changes. Take all of this with a gray of salt, but i believe in this so i invested into Yahoo stock a few days ago ;) .
If i was Marissa Mayer here is what i would be thinking about 2014 Yahoo
1. My M&A plays have driven the stock up 2X since i started
2. Lets double down on M&A & Revive the brand
3. Need more cash
4. Yahoo owns 24% in Alibaba, Alibaba.com (giant chinese ebay style / other e commerce properties web company) , is going to IPO, its going to be the largest IPO ever , some analysts expect $200 Billion valuation.
5. Yahoo will take on massive amounts of cash. I predict 57% of their Market Cap at the time.
6. Yahoo is going to buy a cash rich mobile ad network. I know which one i would buy if i was them ;)
7. Yahoo is getting back into the Search Innovation / Search R&D game.
8. My bet is that Marissa will end up buying an app search engine company as well. I know which one i would buy ;)
9. Now Yahoo has a new mobile ads revenue stream & adds search value in mobile.
This is how i would be playing 2014 if i was Marissa Mayer. Interestingly enough after making this prediction a few days ago, buying a bit of Yahoo stock, Alibab just filed for an IPO:
So maybe we will know if my guesses above are pointing in the right direction or not, pretty quickly :)
Cant wait for the markets to open tomorrow and see what happens with Yahoo stock.
Yahoo has all the chops to make up for lost time to Google regarding engineering and exploit their gigantic audience and adapt it through a smart,programmatic advertising infrastructure.Money would be well used there to proceed with their development,but the more hazardous,a great deal more lucrative wager,would be on unique substance and episodic shows.
ReplyDelete-------------------------------------------------
hidden objects games online free
Hello! Hurry disclosed an arrangement to turn off its stake in Alibaba that ought to spare the organization billions of dollars in duties. Things being what they are, plan had been a hard kept mystery for quite a long time.All the best! ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
ReplyDeletehttp://www.amazon.com/Horror-Hidden-Object-Game-Official/dp/B00SKHO5WE