Accentuating the caveat emptor perspective with critical commentary on financial disclosure. I adopt a skeptical persona and look for chinks in the teflon coating of financial disclosure. My job is to identify financial warts. Perhaps a Black Swan. Disclosure: I do not hold positions in stocks mentioned for three trading days before or after blog post.
Wednesday, July 22, 2009
Yahoo Needs Better Slicing and Dicing
Yahoo (YHOO) emulated Google when they released their earnings. Claiming success in ad sales Yahoo did not explain what sectors and categories are working. The promise of the algorithm is that the ad will be appropriate to the viewers probable interests, tastes and or needs.Just throwing out large macro numbers and telling investors where they are in the roller coaster is no longer adequate.