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Wednesday, October 16, 2013

$yhoo is confident

Good info coming out of Yahoo this evening:

1. 800million monthly users

2. 390million mobile users

3. A pretty clear signal that they are under promising, to over deliver, in Q4. (Highly recommend viewing the CFO answer JPM's question on low guidance. Love the fact that I can see managent as they answer the questions. Adds a whole new level of psychology to a call.)

Yahoo looks to be managing the street's expectations, while increasing user engagement on core products. 

A beautiful set up is brewing. The arbitrage will continue. Looking to add as yhoo is becoming one of my favorite plays. 

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