Inside the New Book About Yahoo CEO Marissa Mayer: Video - Bloomberg:
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Techomony CEO David Kirkpatrick comments on Author Nicholas Carlson’s book “Marissa Mayer and the Fight to Save Yahoo!” (Source: Bloomberg Dec 19)
NYTimes.com: ".... Mayer may not be able to buy herself the time. Major Yahoo shareholders have recently begun collaborating on a series of spreadsheets that calculate that AOL and Yahoo are worth between 70 and 80 percent more when combined than they are apart. Some investors are further attracted to the merger because it will bring AOL’s chief executive, Tim Armstrong, into Yahoo. Like Mayer, Armstrong made his career as an early Google employee — but he was in charge of its sales force. After a rough start, Armstrong has managed to get AOL’s stock going again, not by inventing some new consumer product but by optimizing its ad and media assets. Armstrong, who has seen a version of this analysis, appears willing to consider a deal. Doing so, of course, would provide enormous personal benefit; Armstrong, who owns 5 percent of AOL, could stand to gain tens if not hundreds of millions of dollars. For Mayer, the calculus is less enticing. It’s unlikely that her personal turnaround plan included shrinking a $30 billion company into a $5 billion one, all to combine it with a $3 billion company and realize $1 billion in cost-savings...."
Is Yahoo Doing Enough to Keep Activists Satisfied?: Video - Bloomberg:
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Oct. 22 (Bloomberg) -- Bloomberg’s Tom Giles examines third-quarter results from Yahoo and whether or not chief executive officer Marissa Mayer is doing enough to keep activist investors satisfied. He speaks on “In The Loop.”
Yahoo Results Just a Series of One-Off Events: Atul Lele: Video - Bloomberg:
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Oct. 22 (Bloomberg) -- Atul Lele, chief investment officer at Deltec International Group, talks about the state of Yahoo, CEO Marissa Mayer’s turnaround efforts and the tech M&A environment. He speaks on “Bloomberg Surveillance.”
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