Paul Kedrosky's Infectious Greed
Musing about technology, finance, venture capital, & the money culture with Paul Kedrosky
Visit Paul Kedrosky's Infectious Greed
Posted 4 hours ago
Lots of people newly discovering the entertaining games that raiders, like Carl Icahn, can play in hiding, ahem, their stock holdings in target companies until the last minute. In the case of Yahoo, f
Tags: yahoo
Posted 8 hours ago
I love when you get two contradictory headlines about the same piece of news. Case in point, here is my friend Barry on the latest housing starts data, following by a WSJ headline on the same nugget:
Posted 8 hours ago
One of the main reasons Yahoo is celebrated, to the extent that it is (and celebrated is way too strong a word here), is because it leads this part of the solar system in web traffic. Or at least it
Posted 1 day ago
Apparently Yang Disease is spreading at Yahoo. Recall, this is a company that seemingly thinks that, despite being a struggling outfit presented with a 70% price premium over its then trading price,
Posted 1 day ago
One of the questions investors in early-stage companies -- both private and public -- often ask is this: What if the founder gets hit by a bus? It is, of course, an investor's way of saying, How much
Posted 1 day ago
Must amusing take so far on the proposed Icahn board slate for Yahoo comes from Breakingviews this morning. The folks there have done it as a winking take on the George Clooney flick, Ocean's Eleven,
Posted 1 day ago
Does the Sprott IPO issue today mark a kind of energy/resources market top, much the same way that Blackstone et al., going public did the same thing for private equity? After all, when a highly succe
Posted 1 day ago
My friend Doug Kass is calling a near-term Trump top in oil prices: Trump waxed enthusiastically about oil on Squawk Box today, saying that real estate is not the business to get into as a you
Posted 1 day ago
Nicely direct and non-nuanced letter from Carl Icahn to the malingering Yahoo board this morning. Carl minces no words, telling them that they have failed in their responsibilities to shareholders, an
Tags: yahoo
Posted 1 day ago
I thought it would be fun to compare Yahoo's board, pre- and post- the Icahn proposed slate today. Here they are via some relevant metrics. Essentially, Icahn has put up a board of investors, e
Tags: yahoo
Subscribe to Paul Kedrosky's Infectious Greed