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Rocco Pendola

 
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  • Marissa Mayer Knows What Yahoo Needs, Critics Have No Clue
    Mon, Oct. 6 YHOO 61 Comments

    Summary

    • Ignore mindless M&A chatter on Yahoo.
    • Snapchat could represent a wise investment by Marissa Mayer; no more, no less.
    • Long-term investors take note - Yahoo's future is all about premium programming attracting premium advertising.
  • Forget Alibaba, Let's Talk About Yahoo
    Mon, Sep. 22 YHOO 15 Comments

    Summary

    • The Board didn't hire Marissa Mayer to count the beans Yahoo's core business collects.
    • Mayer will not spend proceeds from the Alibaba IPO on M&A just for the sake of spending them.
    • Yahoo must differentiate itself in the streaming video space.
    • Mayer can exploit the largely untapped music industry for new revenue via live concert streaming.
  • Yahoo Should Have Listened To Steve Jobs
    Feb. 3, 2012 YHOO 19 Comments
  • Yahoo's Lack of Focus: Certainly a Downer
    Aug. 2, 2011 YHOO 30 Comments
More on YHOO by Rocco Pendola