1 deck published between 2011-09-14 and 2011-09-14 — 13 pages, 13 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Yahoo's Asian assets and cash alone cover its $14 price; with a new board and unlocked 40% Alibaba stake, intrinsic value is $20-32 per share — 40-122% upside.