Browsing All posts tagged under »Google«

Justifying Twitter’s Valuation

February 10, 2011


The news that Twitter is currently in talks to do a deal that the would value the company at $8-10bn has got many commentators questioning whether or not we are witnessing another 1990’s-like silly-season as valuations once again reach bubble levels.  In my view, while the exact valuations are still debatable, the issue of whether […]

Why Yahoo! Inc is at least 23% Undervalued and Should Break Itself Up

October 5, 2010


While it is arguably beyond sensible argument that Yahoo! has lost-out significantly to Google in the battle of the search engines, a completely separate question is whether or not Yahoo! Inc shares represent an attractive investment. On the face of it, at a price/earnings ratio of 20.5x for a company which is showing relatively modest […]