Observed Signal · Nov 22, 2023 · Webinar · Source: Quo Vadis News · Impact: 2/5 · Sentiment: Neutral
Yahoo Valuation Webinar Recording
Quo Vadis held a live webinar on November 16, 2023 examining Yahoo's valuation as a private company. The discussion centers on a single chart: if Yahoo went public today, it could be valued at $15–$20 billion. In comparison, The Trade Desk trades near $33 billion, with Quo Vadis suggesting a favorable DCF could justify around $10 billion for TTD. If Yahoo's valuation is in the same range, Yahoo would be the largest position in Quo Vadis' AdTech18 equal-dollar tracking portfolio. The 30‑minute recording is now available. The post notes ongoing programmatic ad strategy content and includes a standard investment-advice disclaimer.
Valuation-focused webinar; not industry-wide shift.
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Key Takeaways & Evidence Grounding
- Quo Vadis held a live webinar on November 16, 2023 about Yahoo's valuation as a private company.
- The discussion suggested Yahoo could be worth $15–$20 billion if it went public today.
- The Trade Desk trades around $33 billion; Quo Vadis' view implies TTD could be worth about $10 billion on a favorable DCF.
- If Yahoo's valuation is in range, Yahoo would be the largest holding in Quo Vadis' AdTech18 equal-dollar tracking portfolio.
- The webinar recording is approximately 30 minutes long.
Connected Companies & Entities
2 Entities mappedOntology Mapping & Concepts
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