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BigJames
4 Comments
Valuing Dell [view article]
In the near-term, Dell looks good from its channel fill in retail, but I wonder how it will look as its largest customer, EDS, gets acquired by HPQ. With 1/8th the profitability in consumer biz vs. commercial (EDS), they will need billions of incremental retail revs to offset potential losses at EDS. Is the recent retail channel fill indicative of sell-through? If not, how sustainable is their recent share gain. Jun 01 10:43 PMHedge Fund Fees and Liquidity: Setting it Straight [view article]
Please provide some empirical evidence that hedge fund portfolios are chocka-block full of illiquid investments. Player hating might get you everywhere on Seeking Alpha, but ill-informed rants just don't hold a lot of water. Jun 01 11:10 AMAnalyzing Four Futures for Yahoo [view article]
OK, now add the $9-12 for stakes in Alibaba, YHOO Japan and Gmarket and you will get the correct valuesI am sure the folks at YHOO are quite happy with your little model valuation for their core biz. In fact, you seem to be tweaking your model to fit the downside prices seen in January.
May 29 01:10 PM
Comparing Valuations of Yahoo vs. Google [view article]
Nice try. But your analysis doesn't account for the stakes in YHOO Japan and the Alibaba group, worth ~$10 per share. Ex those stakes, YHOO trades cheap. In fact, ex. stakes, it trades 11.0x EBITDA versus the CBS-CNET deal at 18.5x EBITDA. The CNET deal makes YHOO look like a steal. May 15 09:26 AM