Yahoo Are You Kidding Me

I usually get very excited when I see a stock that is incorrectly priced, this usually indicates a good buying opportunity.  Every once in a while a stock comes along that is incorrectly priced the wrong way- namely massively overpriced. So overpriced are these stocks that I am at a complete loss to explain why any investor would buy them. Yahoo in its current state falls firmly in this bucket. In reviewing some of the company’s key stats I was shocked to see the poor condition of the business.  Lets look at a few key statistics:
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Brand Impression

Having the best product doesn’t always guarantee market success. I have seen several products like the betamax that were probably better than the competition but were either marketed incorrectly, underfunded, or consumers had preconceived notion about the company, and avoided it on on those grounds.

In searching the internet over the weekend I found an interesting site that explores this last issue of consumer brand perception. BrandTags.net collects information from users about what words come to mind when certain brands are shown. This is a rorschach test of sorts for branding. Browsing deeper into the site you can see the results of this collection. Here are a few examples of what people think of these major brands:
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Buffett on Able and Trustworthy Managers

For part 3 of our series on Buffett’s investment filters it is time to look at “able and trustworthy managers”.  There are two components to able and trustworthy managers, lets examine each individually.

Trustworthy Managers

Managers of public companies come in all sorts, unfortunately they also come with an equally diverse set of ideas as to their job’s purpose.  Some understand that they work for the shareholders, others though think that investors are nothing but an inconvenience.
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