#60: Yahoo Valuation Webinar Recording
Quo Vadis held a live webinar on November 16, 2023 that took a deep dive into Yahoo’s valuation as a private company. It’s a fascinating topic summed up in one chart:
If Yahoo went public today, we think it’s easily worth $15 billion to $20 billion.
On a comparable basis, The Trade Desk is trading at ~$33 billion today but if you’ve seen our valuation thoughts on TTD, we think it’s really worth something closer to $10 billion (or less) on a very favorable DCF basis.
If our Yahoo valuation is in the ballpark, it would be the biggest player across our AdTech18 equal-dollar tracking portfolio.
Here’s the recorded 30-minute presentation. Enjoy!
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Disclaimer: This post, and any other post from Quo Vadis, should not be considered investment advice. This content is for informational purposes only. You should not construe this information, or any other material from Quo Vadis, as investment, financial, or any other form of advice.