Quote:
Originally Posted by MetsFan
How about YHOO? Do you guys think they will gain much from the BABA IPO?
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I like your thinking..the smart way to play BABA...I got in YHOO awhile back thinking same thing.
If BABA starts trading around 85-90, its mkt cap will be close to 200B...YHOO owns 25% of BABA correct?...YHOO mkt cap currently 41B...hmm...do the math...that means as of this am, YHOO has no inherent value without the BABA ownership?..come on we all know this isn't true...gotta be worth 10-20B without the BABA stake...I like the math...
