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May 21st, 2008

Icahn Receives Support On Yahoo! Proxy Battle

Not that he needed the help but…
Another Hedge Fund Backing Icahn on Yahoo
“Third Point LLC, a $5.7 billion hedge fund headed by activist Dan Loeb, has recently accumulated a stake of over 5 million shares in Yahoo Inc and is supporting investor Carl Icahn’s proxy battle, a source familiar with the matter said on Tuesday.”
The […]

By Mark -- 0 comments

May 13th, 2008

You Can Fool Some Of The People - But Not This Guy

Carl Icahn… on 60 Minutes
“Intimidating, relentless and rich. That, in a nutshell, is Carl Icahn. His investment strategy is simple: find a company he thinks is poorly run and then start buying up shares of its stock. Then, start agitating until changes are made. Along the way, the companies he chooses generally start improving, improving […]

By Mark -- 0 comments

February 4th, 2008

Whoa! Hey - How Does This Work?

Everyone is calling Microsoft’s takeover bid “hostile.” Despite my not seeing it that way and excited at all the possibilities, I still cannot wrap my head around this;
Another Potential Deal For Yahoo!s Chairman
No, not the obvious - how many items are on Roy Bostock’s plate, this -
“It’s also worth mentioning that Mr. Bostock’s other board […]

By Mark -- 1 comment

February 1st, 2008

Microsoft Yahoo! Makes Perfect Sense

The proposed merger of Microsoft and Yahoo! makes perfect business sense, to me, but what do I know?
I like the idea of the combination of teams of hard-working, extremely intelligent people. I like the idea of instantly conjuring up major competition to Google. Not that I dislike Google… I believe that competition drives people into […]

By Mark -- 0 comments