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A comment on To Become a Better Investor, Think Like Darwin. Parent comment

Re:To Become a Better Investor, Think Like Darwin by hackunomatter on Friday May 19, 2017 @01:14AM (#14373191)
Yahoo, for long, had a market cap much below the value of all of its assets (including $BABA). One reason why it was undervalued was because the market didn't believe that they could dispose of their $BABA assets without incurring a huge tax penalty.
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Re:To Become a Better Investor, Think Like Darwin by oskarth on Friday May 19, 2017 @01:45AM (#14373289)
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.
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Re:To Become a Better Investor, Think Like Darwin by hackunomatter on Friday May 19, 2017 @09:52AM (#14375599)
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...

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Re:To Become a Better Investor, Think Like Darwin by imrehg on Friday May 19, 2017 @11:01AM (#14376321)
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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