Yahoo, every mention
26 scenes, the whole family · ← back to Yahoo
tap a year for its mentions
every year anyone Morgan Housel 6Arjun Sethi 6Ted Seides 3Joel Greenblatt 3Jeff Hausenbold 3Paul Black 2Tom Lydon 1Tim Sullivan 1Stefan Kaluzny 1Sebastian Mallaby 1
Verbatim, from the transcripts: the passages where Yahoo comes up
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 35:46 Rodney Comegys Many years ago, Yahoo came public with a small float.
Tim Sullivan – Yale's Private Portfolio (EP.456)
- ▶ 28:27 Tim Sullivan There was just so much stress that if you took the afternoon off to get a haircut, well, what if the guy with the next great idea was going to come to your office that day, but you missed him, and then he went across the street and…
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
- ▶ 1:09:27 Mike Maples, Jr. Tumblr got bought by Yahoo for a giant price that went to zero.
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
- ▶ 5:13 Ted Seides It's a discussion of Apollo's purchase of Yahoo a year and a half ago. 2 times in the scene
Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
- ▶ 32:49 Sebastian Mallaby He doesn't say Yahoo or Google or even Stripe.
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- ▶ 9:15 Arjun Sethi They went from Yahoo to Google to a couple other places.
- ▶ 17:58 Arjun Sethi Eventually messaged me, sold to Yahoo.
- ▶ 20:41 Arjun Sethi And Marissa had started her time at Yahoo in her tenure, and there was a couple other folks that we knew there. 4 times in the scene
- ▶ 23:20 Ted Seides So how'd you decide to go from Yahoo where you were sitting into investing full-time?
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 14:42 Fabrice Grinda but I'd started with 300,000 dollars from the profits from the prior companies, which I'd invested in Intel, Microsoft, Yahoo, and Amazon, which I'd done rather well and were the seed funding for the company.
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 20:08 Rashmi Kwatra Print Street on the, on Google or Yahoo at that time.
Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16]
- ▶ 42:13 Stefan Kaluzny Paid search of Google and, you know, God forbid Yahoo and other things of years and years ago.
Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210)
- ▶ 11:41 Matt Spielman There was also an opportunity to generate meaningful wealth at that time, and this is sort of on the heels of Yahoo buying Geocities and several years after Netscape going public.
Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191)
- ▶ 38:14 Brian Bares That is something that signals to me, Hey, this isn't in the Yahoo profile, you know, like screeners can't capture this type of information.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 13:37 Jeff Hausenbold I thought about strategy and how I was competing with companies like Walmart, Walgreens, CVS, Costco, AOL, Yahoo, Kodak, Fuji, Sony, American Greetings.
- ▶ 13:57 Jeff Hausenbold And I went on to buy 17 of my competitors, including Yahoo Photos and Kodak, American Greening, Sony, Fuji, etc.
- ▶ 48:20 Jeff Hausenbold Yeah, it's largely, again, it's stock and flow and SoftBank's balance sheet is in the strongest position it's been ever with the sale of Sprint to T-Mobile, with the spin out of SBKK, the, uh, cell phone company with the Yahoo
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
- ▶ 42:04 Joel Greenblatt And at the time, the Yahoo message boards had stock boards talking about stocks, but 99% of them were worthless. 3 times in the scene
Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
- ▶ 20:15 Mike Trigg And if you look back in time, I mean, we were buying Dell instead of Apple, eBay instead of Amazon, Yahoo instead of Google.
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- ▶ 32:07 Morgan Housel One of the examples I use is Mark Zuckerberg was offered a billion dollars to sell Facebook to Yahoo in I think, which at the time, it was like getting a billion dollars for your two-year-old social network. 6 times in the scene
Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- ▶ 10:48 Scott Kupor The big recruiter that we were having struggling with were the big companies like Yahoo was basically slurping up all the engineers.
Tom Lydon – ETF Trends (Capital Allocators, EP.56)
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 40:00 Paul Black We really believed in this wide moat stuff, so we were buying these wide moat businesses, and we really believed in evaluation, you gotta get them cheap, so we were buying Yahoo instead of Google, and this isn't a 20 stock portfolio, right? 2 times in the scene
Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
- ▶ 39:21 Basil Qunibi You know, one of them is the Altaba for sure, which is, uh, I think the, the Yahoo, you know, spin out.
Deep Dive into Hedge Funds (Capital Allocators, EP.34)
- ▶ 56:40 Patrick O'Shaughnessy Typically great mentorship, a proven track record, um, they're probably going to do well, and to use an analogy from another industry, this has been written about a lot recently, um, if you think at, uh, Marissa Mayer's, uh, tenure at…
Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
- ▶ 15:17 Kip McDaniel Paula had worked at Yahoo Finance.