Yahoo: Better Dead Or Alive?

| About: Yahoo! Inc. (YHOO)

Summary

The validity of sum-of-the-parts analysis.

The sum of Yahoo's parts.

The state of the US presidential election.

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Can Marissa Mayer have negative value?

Rangeley Capital's portfolio managers Andrew Walker and Chris DeMuth Jr host a vaguely fifteen-minute podcast, which you can subscribe to on Apple's iTunes, Stitcher, or SoundCloud. If you missed the previous podcast episode, then please check out "Warren Buffett Buys KMI... So What? (Podcast)".

In the current episode, we talk about Marissa Mayer, Yahoo (NASDAQ:YHOO), and the value of Yahoo's parts. Then, we discuss the state of our election and its potential impact on markets; for background, check out "Our Volatile Year In Politics & Markets".

Disclosure: I am/we are long BRK.A, BRK.B, KMI, YHOO.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: Chris DeMuth Jr and Andrew Walker are portfolio managers at Rangeley Capital. Rangeley invests with a margin of safety by buying securities at deep discounts to their intrinsic value and unlocking that value through corporate events. In order to maximize total returns for our investors, we reserve the right to make investment decisions regarding any security without further notification except where such notification is required by law.