My fav stock Yahoo keeps finding new ways to punish me – the latest is that the two categories my online media buyer sources said are on fire – finance and travel – Yahoo says is weak. Down 13% today – last earnings call down almost 30% – what the fuck is going on? This company should be in the sweet spot – they delayed a launch, they see weakness where there is none – am I in the twilight zone? I ask you. What goes on?
Now to get a plane and go find out what is going on in the radio advertising industry – another slice of light – I called the secular decline in this medium years ago and at that time WS punished me over and over again – actually had an analyst put my name up in a Power Point presentation saying I didn’t know what I was talking about – HA – I had the last laugh on radio – which is still trying to overcome a huge secular decline – let’s just hope that Yahoo is waiting to take the bull by the horns – a real early call like I have been want to make in the past in media – alas, right now Yahoo is only taking this bull by the horns and bringing me down down down…….