Comments on: Stock reviews: Internet content companies

By: Buying domains/websites = buying cheap land/real estate? « Intelligent Speculator

Thu, 24 Jun 2010 10:05:12 +0000

[...] a name, other times it’s about traffic, revenues and sometimes even profits. Big names like Yahoo (YHOO), AOL (AOL) and IAC Interactive (IACI) have been loading up putting huge amounts of cash into this new virtual world. Many investors and [...]

By: Intelligent Speculator | New Trade: Long Ebay (EBAY) & Short IAC Interactive (IACI)

Mon, 22 Mar 2010 10:02:09 +0000

[...] readers know that I am not a huge fan of IAC Interactive and most other web content conglomerates. I do not have a specific reason to short IAC Interactive (IACI) right now apart from the fact that [...]

By: Intelligent Speculator | Why I keep bashing Yahoo(YHOO) and AOL(AOL)

Intelligent Speculator | Why I keep bashing Yahoo(YHOO) and AOL(AOL) — Wed, 03 Mar 2010 11:02:13 +0000

[...] might be one of the more vocal critics of Yahoo and AOL (and of web conglomerates in general) but to be honest, these companies are not making it easy for those defending them. It seems like [...]