Comments on: Stock reviews: Internet content companies

By: Sizzlin Stocks » Blog Archive » Longing WebMD and Shorting The Knot

Sizzlin Stocks » Blog Archive » Longing WebMD and Shorting The Knot — Tue, 05 Apr 2011 19:41:17 +0000

[...] the long/short trade features two somewhat similar companies; WebMD (WBMD) and The Knot (KNOT), two content companies that are very specific in their targets which I like much more than [...]

By: A bit risky to be short Yahoo (YHOO) right now « Intelligent Speculator

A bit risky to be short Yahoo (YHOO) right now « Intelligent Speculator — Fri, 04 Mar 2011 11:01:50 +0000

[...] IAC Interactive (IACI) and Yahoo together (I am short on all 3 names right now!) and named them the internet content companies. Recently, I have been much more positive about AOL but have not been anywhere close to backing [...]

By: One more reason why AOL (AOL) will succeed where Yahoo (YHOO) will fail « Intelligent Speculator

Tue, 08 Feb 2011 11:01:57 +0000

[...] them in the past, I would often include them together such as here where IAC Interactive also made the “losers list”. In the past year or so, I have started changing my opinion about AOL and one of its great moves [...]

By: You would be crazy to own Yahoo (YHOO) stock… « Intelligent Speculator

You would be crazy to own Yahoo (YHOO) stock… « Intelligent Speculator — Mon, 31 Jan 2011 11:26:41 +0000

[...] left behind. I have been very vocal in my dislike of how things have been going for Yahoo and other similar companies such as AOL (AOL) and IAC Interactive (IACI). But Yahoo clearly remains the top stock in my “hate list”. Some stocks such as Blue [...]

By: Is Google (GOOG) the next Yahoo (YHOO) ? « Intelligent Speculator

Is Google (GOOG) the next Yahoo (YHOO) ? « Intelligent Speculator — Tue, 23 Nov 2010 11:44:29 +0000

[...] fair to say that I have not been 100% consistent regarding internet content networks such as AOL, Yahoo and IAC Interactive. (IACI). One of my main criticisms of their business model is how they try to do so many things instead of [...]

By: Wow…TechCrunch bought by AOL (AOL) « Intelligent Speculator

Wow…TechCrunch bought by AOL (AOL) « Intelligent Speculator — Tue, 28 Sep 2010 17:27:04 +0000

[...] of IntelligentSpeculator know that we are not fans of AOL, of its business model and its future prospects. That being said, it just acquired a blog that we [...]

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 [...]