YHOO: Yahoo: Why Tumblr's Acquisition Is Not A Good Deal

Yahoo: Why Tumblr's Acquisition Is Not A Good Deal
by Investometrica

In my latest article on Yahoo (YHOO), "6 Reasons Why I am Bearish On Yahoo," I explained why I think the big giant is in desperate need of growth. What I noticed was that despite the abnormal attention the media puts on the new CEO, Yahoo's fundamentals had not changed that much since the latest management turnaround. The fact that stock price continues outperforming Nasdaq shows that investors' expectations are much higher than the value fundamentals dictate. But high expectations cannot last forever. If Yahoo does not improve its fundamentals (specifically, its growth prospects), eventually stock price will start falling, as investors realize that Yahoo hasn't experienced revenue y/y growth since 2004 and is not making any organic progress in that matter. read more »

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