> The stock is up 120% since Mayer took over. All of that is because of $BABA. If you add up the current value of $BABA and Yahoo Japan shares that Yahoo holds

> The stock is up 120% since Mayer took over. All of that is because of $BABA. If you add up the current value of $BABA and Yahoo Japan shares that Yahoo holds, it's more than the market cap of Yahoo; which means, the $4B/year revenue business that is rest of Yahoo is valued negatively by the market. SMH....