Verizon wants $1B off Yahoo sale price
siliconbeat.com
siliconbeat.com
Within the last couple of weeks, they've tarnished both their brand and their email service. I doubt very much that their fantasy leagues and Yahoo finance really bring as much revenue as ads from email and ads targeted to its massive user base.
What exactly is Verizon bidding on now?
Granted, people who use Yahoo´s homepage/homepage probably aren´t the most sophisticated users, but the sheer number of eyeballs probably counts for something.
So you have the brand/homepage, which is tarnished by their leak and subsequent refusal to reset passwords (anecdotally, even my mom asked me how to reset her password) and their email is tarnished (although I don't know how much their userbase cares about privacy) by their scanning of emails for the NSA.
It would provide long term benefits, which can translate in better stock price as well. Key word - long term. Most Verizon "investors" can't operate in such terms however, they only see short term or nothing. It's a common mindset of the Wall Street today anyway. That's why Verizon let their networks rot, and doesn't replace them with fiber everywhere.
Working for Verizon? No, thanks. Until their whole upper management will be replaced, I doubt they'll improve in major ways.
That doesn't explain many, many companies with high P/E ratios (such as AMZN).
If you know which companies have sacrificed the long term for short term gain, then you'd get rich shorting their stocks.
They have talked themselves into a trap. They will find synergy is hard to turn into money if they can find it at all. In 10 years they will start talking about specialization and focus.