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The capital-return plan has been a bust for investors.
Twitter management has made smart small deals to this point but it needs to do more.
Many have written off Mozilla's Firefox browser. Marissa Mayer was able to convince Mozilla that Yahoo! won't compete with it as a browser and she'll promote its products on Yahoo!.
Yahoo! shareholders should be happy this deal will make them money sooner than any other deal in the Mayer era. It's just too bad Yahoo! didn't buy LiveRail instead.
Yahoo! has an acquisition problem -- but it's not that the board is blocking Mayer's plans. Yahoo! needs to show it can do smart, small deals.
Some think the Apple Watch is going to be a niche product for Apple -- but it could one day replace the iPhone.
Searching for online content, Jack Ma of Alibaba is making the rounds in California.
The evidence is indisputable: Mayer and her management team do a much better job when activist investors speak up.
Today's street chatter is wrong in saying that Netflix is crashing today because HBO is going over the top. The news is actually bullish for Netflix.
The core business is likely to show continued weakness when Yahoo! reveals third-quarter earnings. Expect lots of shareholder 'presents' announced at the same time.