What Is The Basis of CEO Pay?

WSJ reports on Yahoo’s CEO compensation: :: Terry Semel, the chief executive of Yahoo Inc., received a 2006 bonus of $25.7 million in stock, representing 80% of the maximum he was eligible to receive even as the firm’s share price fell by more than a third during the year. Yahoo struggled in the year as

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Eric Jackson’s Yahoo Plan B

The full plan is here. My writings on the topic are here and here. More than the Plan B itself, I find fascinating the fact that a shareholder who owns only 45 shares can generate this much momentum to catch the attention of a Fortune 500 company. Terry Semel delivered a fantastic first turnaround on

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Eric Jackson’s Yahoo Turnaround Push

I guess I am not the only one rooting for the Yahoo turnaround. Read Eric Jackson’s story here. :: The group’s nine-point plan calls for Terry Semel to be replaced as chairman and chief executive, citing “strategic missteps” that include his failure to acquire Google Inc. in 2002. The plan also faults Semel for loss

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Web 3.0 = (4C+P+VS) = YahooBAY

On September 8th, 2005, I wrote a piece called YahooBay, not SkypeBay, as eBAY prepared to buy Skype. Since then, eBAY has stabilized, their core auction business is doing better, although Skype still remains a relatively unmonetized asset. I hope this changes relatively soon, since I am a shareholder, but I still maintain, it is

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Another Reorg at Yahoo

You can read about it at Techcrunch. Has Susan Decker read 4C: Yahoo’s Turnaround Formula? Here’s an org chart by Cogmap.

Yahoo’s New Entertainment Move

Yahoo will create 100 branded entertainment destinations around major brands like Harry Potter, Nintendo Wii, etc. (NY Times) Very recently, I wrote 4C: Yahoo’s Turnaround Formula, criticizing them for having haphazard offerings with no segmentation. This announcement addresses some of my points, in that they are actually tying together various disjointed and haphazard properties around

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The Yahoo! Turnaround Formula

Red Herring included the possibility of a buy-out of Yahoo! this year among its top predictions. ‘Business Week’ rated Terry Semel recently as one of the highest paid chief executives with one of the worst returns to shareholders. And yet, I have said it for a long time, that Yahoo! is a superbly underleveraged asset

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Should Google Power Yahoo Again?

Here’s a superb post from Rich Skrenta on Google, the third wave of computing, and how Yahoo should go back to its original model of licensing Google’s technology for Search, Adwords and AdSense. Whether or not you agree with that last conclusion, you must read the post. And then, ponder the question on the future

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