Lord Baltimore
Long/short equity, long-term horizon, media, consumer

Getting From BooHoo! Back To Yahoo Again May Not Be That Far Off

No one long Yahoo! (NASDAQ:YHOO) stock (which includes yours truly) was excited to see the results Yahoo! reported for its second fiscal quarter this year. Yahoo!'s CEO and CFO shared their disappointment on their quarterly call/webcast. (Many in the press and Wall Street criticized management for admitting disappointment after two years of working to rebuild a nearly bygone brand, but I suggest it would have been much worse if management tried to spin things or make excuses to deflect attention from some of the company's challenges. I actually appreciated their candor.) The media and numerous Wall Street analysts are calling for the CEO's head and lamenting the surprising decline in pricing seen in Yahoo!'s display advertising business. For...

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