SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Altaba Inc. (formerly Yahoo)
AABA 19.630.0%Nov 6 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Saeed Al-Bahhar who wrote (15389)11/22/1998 4:14:00 PM
From: Original Mad Dog  Read Replies (1) of 27307
 
The explanation of my calculation is over on the YHOO thread, and since my AOL software at the moment isn't allowing me to copy text into message posts (anybody else had that problem? If so, please send me a private message with solution. Thanks.), I won't copy it here.

But I reached pretty much the same profit and revenue numbers you did. The difference is that I didn't assume that in the next 25 months YHOO stock would not appreciate at all. Instead, I took an assumption from a YHOO optimist's post that the stock would reach $1,000 (Actually they said $100 billion market cap, which is a little over 1000 share price).

The point was that the upside isn't here, because even to get to a PE of 37, which is bigger than most, you have to assume ridiculously wild growth and no stock appreciation. Where's the upside in that? So as a long-term play, the more numbers I look at the less sense YHOO makes.

You have a way with numbers; please try to convince me otherwise.

MAD DOG
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext