Seeking Alpha
  • David Jackson
    $YHOO investors: Would you be happy if $YHOO buys Tumblr for $1bn? Good use of cash?
    5/18/13
    Reply (11)
    • David Jackson: Background info here: http://bit.ly/14hRAFG
      5/18/13
    • Clayton Rulli: Seems good for Yhoo, who has minimal social network exposure? If Marissa Mayer wants it so do I!
      5/18/13
    • James Sands: Seems like a decent move, time will tell.
      5/18/13
    • David Jackson: Would you prefer they spend $1.1bn on Tumblr, or pay out the cash as a dividend to investors?
      5/19/13
    • Charles Margolis: I wish they'd set their sights bigger and buy Twitter.
      5/19/13
    • David Jackson: Key challenges for $YHOO: 1) Can it monetize Tumblr better than Tumlr has? 2) Can it cross sell YHOO products to Tumblr users?
      5/19/13
    • David Jackson: And a more basic question: How much of Tumblr is adult content? How many of Tumblr's page views does it account for?
      5/19/13
    • David Jackson: Don't think Twitter has Tumblr's adult content problem.
      5/19/13
    • Charles Margolis: Well Google has similar issues with some of their websites -- though YouTube & Twitter, & Ebay filter their sites
      5/19/13
    • Charles Margolis: Wow 108M blogs and 50B posts http://bit.ly/14FqhEV 75M posts a day
      5/19/13
    • David Jackson: Interesting article comparing Tumblr to YouTube: http://dthin.gs/14HJiXf
      5/20/13