Comments on: Yahoo! Stock Price Falls on Flattering Expectations

By: Yahoo! CEO Terry Semel Steps Down, Jerry Yang! Steps Up | Derrich.com - crude, yet refined

Tue, 19 Jun 2007 06:02:47 +0000

[…] to jumpstart Panama? As I’ve mentioned before, Panama hasn’t had enough time to realize its true potential. I still believe that. Others have a less flattering opinion…and these estimations […]

By: Chris B.

Chris B. — Fri, 11 May 2007 03:40:52 +0000

Derrich, great work on this detailed breakdown of Yahoo! I agree with you in that it looks like the market overreacted a bit on the quarterly earnings report. I took a quick look at Yahoo! and Google’s fundamentals and found that although Yahoo!’s P/E ratio is higher than Google’s, its Price/Sales and Price/Book are lower. This means there is probably a little more value in Yahoo!’s current share price than in Google’s.

By: derrich

derrich — Fri, 20 Apr 2007 04:11:01 +0000

Ouch.

By: Warren Buffett

Warren Buffett — Fri, 20 Apr 2007 02:45:09 +0000

Google is Micheal Jordan. Takes you to the winner’s circle. Yahoo is Vince Carter. Fails under pressure.

By: derrich

derrich — Wed, 18 Apr 2007 22:56:50 +0000

Indeed. I just think given the time between the release and the end of the quarter, analysts and investors wouldn’t have come up with such high expectations. Although Yahoo! didn’t really do anything to make things clear.

By: Ed Lau

Ed Lau — Wed, 18 Apr 2007 22:06:22 +0000

Ouch…that’s pretty brutal. Goes to show that you shouldn’t promise what you can’t deliver.