seeking-value.blogspot.com seeking-value.blogspot.com

seeking-value.blogspot.com

Seeking Value

Monday, July 18, 2011. My biggest long position right now is Yahoo. I own the shares as well as 2013 call options. Yahoo's 43% stake in Alibaba holdings (Taobao, Tmall, Alibaba.com, Alipay) could have a value of more than Yahoo's current market cap. The wait for Alipay settlement is killing. But eventually i expect it to be a resonable settlement. Yahoo and Softbank has considerable control over the situation and are not credited by market for it. Have to wait for a few more days for the good news. All t...

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Seeking Value | seeking-value.blogspot.com Reviews
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Monday, July 18, 2011. My biggest long position right now is Yahoo. I own the shares as well as 2013 call options. Yahoo's 43% stake in Alibaba holdings (Taobao, Tmall, Alibaba.com, Alipay) could have a value of more than Yahoo's current market cap. The wait for Alipay settlement is killing. But eventually i expect it to be a resonable settlement. Yahoo and Softbank has considerable control over the situation and are not credited by market for it. Have to wait for a few more days for the good news. All t...
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Seeking Value | seeking-value.blogspot.com Reviews

https://seeking-value.blogspot.com

Monday, July 18, 2011. My biggest long position right now is Yahoo. I own the shares as well as 2013 call options. Yahoo's 43% stake in Alibaba holdings (Taobao, Tmall, Alibaba.com, Alipay) could have a value of more than Yahoo's current market cap. The wait for Alipay settlement is killing. But eventually i expect it to be a resonable settlement. Yahoo and Softbank has considerable control over the situation and are not credited by market for it. Have to wait for a few more days for the good news. All t...

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seeking-value.blogspot.com seeking-value.blogspot.com
1

Seeking Value: Buying Tiger Airways

http://seeking-value.blogspot.com/2011/07/buying-tiger-airways.html

Monday, July 18, 2011. Tiger Airways is a low cost airline operating in SE Asia and Australia. The stock has taken a severe beating as CASA has landed its sustralia operations due to security concerns. Market and analysts have been speculating that Tiger might have to exit Australia. Aug first week, the decision will be know. I am of the view that Tiger will resume service in the first week of August. This is quick trade, I plan to exit by mid or end Aug. Subscribe to: Post Comments (Atom).

2

Seeking Value: Salesforce : The best short available?

http://seeking-value.blogspot.com/2010/12/salesforce-best-short-available.html

Saturday, December 18, 2010. Salesforce : The best short available? On a subscription basis. Salesforce. It is best known for its. Salesforce currently operates in only one domain, i.e. CRM and does not intend in the near future to expand into other domains. Salesforce uses cloud technology, which i. S a part of the Software as a Service (SaaS) model. Salesforce does not have a traditional in-house product. Http:/ www.infoworld.com/d/cloud-computing/salesforcecom-will-not-move-beyond-crm-888. As per Gart...

3

Seeking Value: July 2011

http://seeking-value.blogspot.com/2011_07_01_archive.html

Monday, July 18, 2011. My biggest long position right now is Yahoo. I own the shares as well as 2013 call options. Yahoo's 43% stake in Alibaba holdings (Taobao, Tmall, Alibaba.com, Alipay) could have a value of more than Yahoo's current market cap. The wait for Alipay settlement is killing. But eventually i expect it to be a resonable settlement. Yahoo and Softbank has considerable control over the situation and are not credited by market for it. Have to wait for a few more days for the good news. All t...

4

Seeking Value: December 2010

http://seeking-value.blogspot.com/2010_12_01_archive.html

Saturday, December 18, 2010. Salesforce : The best short available? On a subscription basis. Salesforce. It is best known for its. Salesforce currently operates in only one domain, i.e. CRM and does not intend in the near future to expand into other domains. Salesforce uses cloud technology, which i. S a part of the Software as a Service (SaaS) model. Salesforce does not have a traditional in-house product. Http:/ www.infoworld.com/d/cloud-computing/salesforcecom-will-not-move-beyond-crm-888. As per Gart...

5

Seeking Value: Betting on Yahoo

http://seeking-value.blogspot.com/2011/07/betting-on-yahoo.html

Monday, July 18, 2011. My biggest long position right now is Yahoo. I own the shares as well as 2013 call options. Yahoo's 43% stake in Alibaba holdings (Taobao, Tmall, Alibaba.com, Alipay) could have a value of more than Yahoo's current market cap. The wait for Alipay settlement is killing. But eventually i expect it to be a resonable settlement. Yahoo and Softbank has considerable control over the situation and are not credited by market for it. Have to wait for a few more days for the good news.

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seeking-value.blogspot.com seeking-value.blogspot.com

Seeking Value

Monday, July 18, 2011. My biggest long position right now is Yahoo. I own the shares as well as 2013 call options. Yahoo's 43% stake in Alibaba holdings (Taobao, Tmall, Alibaba.com, Alipay) could have a value of more than Yahoo's current market cap. The wait for Alipay settlement is killing. But eventually i expect it to be a resonable settlement. Yahoo and Softbank has considerable control over the situation and are not credited by market for it. Have to wait for a few more days for the good news. All t...

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