sin2009

盘前43.78出了，iphone6 到手n个

davidbin

Yahoo 的市值
22% Alibaba @68 worth 35.6B
35% Yahoo Japan worth  8B
Cash- debt   = 1.56B
Other main business   0  Since its main business exclude Alibaba and Yahoo Japan continuous going down
Total 35.6+ 8 + 1.56 =   45.15B
Volume ~ 1B , 股票估值  ~ $45

如果 Alibaba 涨到 80
Yahoo = 8 +1.56 + 35.6 *80/68 = 51.4 B,  股票估值  ~ $51,  10% discount   $45.9

如果 Alibaba 涨到 100
Yahoo = 8 +1.56 + 35.6 *100/68 = 61.9 B,  股票估值  ~ $61, 10% discount   $54.9

方世玉

Yahoo被拿来做阿里巴巴的对冲工具了，人家一边买入阿里，一边卖空yahoo。价值投资在这一刻不管用了。