Skip to main content

Yahoo Microsoft M&A Analysis


As part of our M&A class for MBA, we did project on Yahoo and Microsoft merger. Since this game is entering final innings this weekend and our class is over, here are the highlights:

  • Initial offer: $31
  • Recommended deal price: $34
  • Walk-away price ("not a dime above" price): $36
  • No other serious contender
  • Deal will be completed

For complete details of in-depth analysis, check it out at:

Microsoft Yahoo Merger Analysis

Let's see how close is our analysis - we will know on Monday

Have a good weekend!

/Shyam

Comments

Anonymous said…
Ok you hit the money w/ the financials... I got smoked on some of my shorts but have been fading the whole time

got loads of SPY puts in addition, come to early.

largest indv. holdings are WM direct short and WM 12 june puts followed by COF and WB shorts and puts

holding my breath on the 141-142 bear spread. Hopefully Friday will prove to be a gift from the Bear god's as $vix was low and long term putskis were cheap. We shall see though.

Oh yea i picked up some skf but I am losing all gains on the COFster and am nearly out of powder so who knows I might just get slaughtered

Anywhoo looks as though My man Balmer said the big FU to Yang

Yang then said"...With the distraction of Microsoft's unsolicited proposal now behind us, we will be able to focus all of our energies on executing the most important transition in our history so that we can maximize our potential to the benefit of our shareholders, employees, partners and users.”

LMFAO... a near double in yhoo PPS must have been quite a distraction, Well let the lawsuits begin. I notice you never respond to my comments, Is it that you dont enjoy reading my dribble or what.

Look my general thesis as to why this will be a pretty bad recession is that the consumer (70% of GDP) is getting squeezed from every concievable angle

housing, food and energy costs, inflation and soon job losses... perhaps exports can keep us afloat for some time but that is not really the way our economy is structured

it is just not sustainable... however that doesn't mean we wont see nut squeezing bear market rallies... I always find solice in looking at SPY charts from 00-03.

Anyway wouldn't mind having a discussion with a bull if you are willing... After this super duper financial rally I have focused on a bit less Fundamental based trading and have started to incorporate some Technical aspects as well to hopefully hedge off my exposure to major squeezes

I apologize to you if i was a bit harsh
7:21 PM
Post a Comment

Popular posts from this blog

2025 = Is it going to be 1997 or 2000?

Happy Holidays... After 5 months of hibernation with no real reason than writing block, I decided to use quiet morning of Christmas day to start writing again. Lot has happened in last 5 months - in particular release of Animal Spirits with Fed starting interest rate reduction cycle and historic victory of President Trump for 2nd term. As the year turns into 2025 and stock markets at all time high, one would wonder, what's next?  To answer this, one needs to look back at 1920s and 1990s to give us some context on where markets may be headed. 1920s saw invention of televisions, radio, wider adoption of cars, vacuums, penicillin and many other which we consider household items now. These inventions created roaring 20s with markets going up by 500% eventually leading to crash of 1929. However during mid-20s, markets keep going up due to excitement of these inventions and end of World War-1 and Spanish Flu Pandemic. 1990s also saw many inventions - the key being launch of Netscape in 1...
Post a Comment
Read more

Elections and Rotations!

2024 will be known as an important year in terms of elections (97 nations covering half the population) across the major countries in the world. We are only halfway thru the year and already some key nations have gone thru elections and voters have indicated their preference for change (in a way). Let's take a look at few. India - Modi's BJP started with lots of enthusiasm with slogans of "Modi ki Guarantee" and "400 paar" (more than 400) seats (out of 543). Indian voters (which I considered one of the most smartest) gave reality check to Modi and BJP by reducing BJP count to 240 (from 303 in previous parliament) forcing it to form coalition government. I have lot more detailed hypothesis on these results (but not here). Almost everyone (including me) got their predictions wrong and lost some friendly bets. Indians want balance between "Strong, Prosperous, Proud" India with "Inclusive, Employment and Harmony". Modi and BJP are quick learn...
Post a Comment
Read more

And the Oscar goes to...

It's Oscar Sunday and time for predictions for few categories - before I digress into talking about drama in DC or markets.  First of all, I want to recognize the damage LA fires have done to the beloved areas of Los Angeles and impacted families across all spectrums. My heart goes out to them and wish them recovery and rebuilding of their lives... This year's Oscar nominees and post nomination period had been interesting to say the least. Due to this, the field is wide open in almost all categories and that's what makes prediction game so interesting. Just to set expectations, I would consider a win if I get even 50% predictions correct given the dynamics of nominees this year. So here are my predictions - "And the Oscar goes to..." Best Picture - Anora (surprise could be "The Brutalist") Best Director - Sean Baker for "Anora" (Surprise could be Brady Corbet for "The Brutalist") Best Actor - Adrien Brody for "The Brutalist"...
Post a Comment
Read more