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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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From: Cautious_Optimist4/2/2012 2:15:32 PM
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Tough love.

IMHO, as a shareholder too, Yahoo! has run out of excuses for its lack of a superior competitive strategy, and ability to implement. They have an incredible brand, but it doesn't translate to winning market or shareholder value. Denial is not just a river in Africa.

New Sheriff's in town.

Today - Monday, April 2, 12:21 PM Dan Loeb has launched a web site called Value Yahoo to assist in his proxy fight with Yahoo's ( YHOO +1.4%) board and management. Initial entries include a Mission Statement and a detailed explanation of Loeb's reasons for seeking 3 board seats. ( more) Comment! [ Tech]

valueyahoo.com
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