Friday, September 19, 2014
$yhoo common sense valuation
With BABA being valued at $150B, the market trading history suggested Yahoo was worth about $40/share.
Alibaba is now valued around $220B.
Yahoo is collecting over $8B in cash (excluding taxes), and it's remaining BABA position is now worth $35B.
There is an absurdly obvious arbitrage pricing trade here. Considering YHOO's market cap is $41B.
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