Altaba Inc (AABA)

[brillba]

I get the feeling Starboard will clear out the entire Board of Directors, much like they did with Darden. I've been doing some research on the C-level executives and board of directors in YHOO. All of them are low level "boobs" with the exception of the one executive who founded YELP (his name escapes me at the moment), he's the only guy with legit credentials.

There is no way activist investors can look at the third string talent running this company combined with the cash on-hand and current assets in BABA and YHOO Japan. Book value is $58 PPS alone with core operations!

I believe that Softbank must have looked at a BO as well, although with the current depreciation of the YEN against the Dollar, this would add ~10% on top of a 38 Billion BO.

Who knows, I surely expected some news by now..