Seeking Alpha

Silver Lake's proposal to acquire a minority stake in Yahoo (YHOO +0.4%) may seem unappealing at...

Silver Lake's proposal to acquire a minority stake in Yahoo (YHOO +0.4%) may seem unappealing at first, but it may be the company's best option, argues Henry Blodget. Unlike TPG Capital's bid, Silver Lake's offer comes with Marc Andreessen attached, and it also features plans to overhaul Yahoo's much-criticized board (I, II) and U.S. operations. Blodget is skeptical Alibaba's rumored bid will ever materialize.
From other sites
Comments (1)
  • efdupuy
    , contributor
    Comments (3) | Send Message
     
    The Yang is desperately trying to hold on. Here is his end game based of bits and pieces of info in public hasnds.
    Silver Lake buys 20% new shares for $3 billion
    Yahoo sells Alibaba stake to Alibaba for $12 billion
    Yahoo sells Japan for $5 billion
    Total new cash $20 billion
    Yahoo offers to buy back 1 billion shares at $18
    Result is Yang and Silver lake have absolute control of Yahoo
    I am out
    3 Dec 2011, 12:19 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Hub
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs