Online shoe and accessory retailer Zappos is an odd mix between your classic dot com and a nimble Web 2.0 up and comer. It was started in 1999, and took a page out of Amazon’s playbook by building out expensive warehouses and giving away shipping– both m
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Yahoo responded to Carl Icahn’s proxy fight on two fronts: directly via chairman Roy Bostock’s letter and, as
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From Silicon Alley Insider, May 15, 2008: Yahoo’s (YHOO) board responded to Carl Icahn, who is circling Yahoo like a hungry shark. Earlier, Icahn
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David Polen, founder of Polen Capital Management, has an enviable track record, having outperformed the S&P 500 in 18 of the past 20 years. Although there are many well-known “crosscurrents” to higher prices, Polen believes stocks generally
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Can a value investor, steeped in Graham & Dodd, love tech stocks? Yes, according to David Polen, who has created a “systematic valuation discipline” that adapts a growth-stock strategy to classic valuation metrics.There must be something to
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From Silicon Alley Insider, May 15, 2008:Carl Icahn owns 59 million Yahoo shares (YHOO), or 4% of the
company. John Paulson, head of merger-arb shop Paulson & Co., who
made a reported $3 billion personally shorting sub-prime last year,
owns 50 mill
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