So I am sitting around the other morning and I said to myself that there is likely to be a COLOSSAL sale or merger before the end of this year. Times are ripe for a HIGE deal. So I sat and thought of the possibilities. Let me be the first to predict that Apple will bid for Yahoo and here is why.
Apple and Google are rivals. Apple and Microsoft are rivals. Yahoo is a company that has no leader but has a host of great assets that make them have value. So it reminds me a little of Pixar. I think Apple could do for Yahoo what they did for Pixar and change the balance of power on the Internet.
This is purely a hunch I pulled out of my ass and means nothing. On the other hand I see it as plausible. Interesting. Powerful.
Having billions of dollars when dollars are buying less each and every day is not the best strategy. Assets have more value than $$$ at a certain point and I am making the case that we are at that point.
I am buying Yahoo today because whoever takes them over is good for a 50% move imho and somebody needs to start driving that bus.
Have a GREAT Day!