MSFT v YHOO Analysis

I LOVE this analysis in the event of a ‘green-light, go’ issuance from MSFT to proceed with their hostile takeover of YHOO.

Having a blow-by-blow (on a BLOG no less!) of how the chess pieces might grind out on the field… just awesome. Better still is the woulda-shoulda-coulda of the board structuring, the poison pill, the two-tier stocks… C’mon! There’s nowhere you’re going to learn that except the hard way or at someone else’s expense.

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