Why The Market Has Got It All Wrong And Why I'm Doubling Down Into The Alibaba IPO The selloff in Yahoo post poor earnings is a typical example of Mr. Market's short-sightedness.Given already implied bargain-basement valuations, the current move implies Yahoo core business lost ~90% of its value overnight.The renegotiation of the Alibaba stock sale alone adds $1.5 per share to the SOTP case.With worst case now more than priced into the stock, YHOO looks a very asymmetric ...
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