The swarming private equity firms around Yahoo obscure a more radical pairing and business model for the company. Yahoo is not a classic private equity play, given the company’s iffy prospects and cash flows. The property would do best with an owner able to create new opportunities to consume content and advertising.
But who? Microsoft, an oft-discussed suitor, has plenty of issues attracting people to its search and content offerings, and it may not need to double down its best through trying to save a platform in decline. Apple would be a much better match. Read my post at Forbes to see why.
Story by Steve Wunker.
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