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Originally Posted by BrianTheMick2
That the core hasn't died when it was fully expected to is an accomplishment. Don't you remember the whole "web portals are dead" thing?
That she cut De Castro as quickly as she did is pretty amazing. Most CEOs try a heck of a lot harder to hide their mistakes. I'll give you the .12/share that he cost during his tenure towards your $5.
Looking at it on a share basis is missing the point -- again,
90% of Yahoo''s value is equity that Marissa had nothing to do with (either in acquiring or managing). In fact, Marissa actually ditched some BABA at a huge discount to the eventual IPO -- and it was only until the eve of the IPO window that her tune changed.
As far as her COO blunder, look at core Yahoo. The company made $1b in revenue last year. The $100m DeCastro mistake represents 10% of 2014 net income. On a net income basis, that would be the equivalent of Apple making a $4 billion hiring mistake. Just a massive blunder. Oh and Marissa's compensation package? Another gigantic sink on the company.
If you're interested in the various blunders and missteps of Marissa, there's a new book about it that just came out that can walk you through it.