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Interesting example. Do you have a link to more info? In general, where do you read such analysis? Seems like the kind of thing that would be discussed on a HN for finance people.


Just search around in HN for, say, "Yahoo core business", in the last couple of years.

Here's one story: https://www.usatoday.com/story/money/markets/2015/12/03/yaho...


Some of Matt Levine's Bloomberg finance newsletter touches on that, and there's a bigger writeup as well: https://origin-www.bloombergview.com/articles/2015-12-02/yah...




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