$Y $y.ca $y.cn Valpak® Inks Agreement with Canada’s Yellow Pages Group, Launches Canadian Website
(LARGO, FL – July 29, 2013) — Valpak Direct Marketing Systems, Inc., a leader in local print and digital coupons, has increased its reach into Canada with the recent partnership with Yellow…
Joel Greenblatt’s Special Situation Class at Columbia’s Graduate Business Program
I have a firm, Gotham Capital; we have averaged 40% per year for 20 years. $1,000 would now be $836,683. There are lots of smarter people who can do better…
CANSO $Y $Y.CA On Yellow Media, FastForward to minute 17
CANSO $Y $Y.CA On Yellow Media, FastForward to minute 17 http://lysanderfunds.com/2010/wp-content/uploads/2013/07/Conference-Call-2.mp3
Canso @ $294.5M $Y $Y.CA 24.2% ownership of Yellow Media’s EV. You guys ROCK!
YPG EV: $881M Debt 27.9M Shares @ $12 = $334M Canso Owns: $56.2M of common shares $32.1M of conv debentures $206.2M of Senior Debt Canso: (56.2+32.1+206.2)/(881+334) 24.2% ownership of…
$Y $Y.CA Stock Price Question
My prediction: Q22013 EBITDA > Q12013 EBITDA. Don’t believe me? Just watch. Yellow’s secured notes are quoted 103.25/104.25, while the company’s 107.5m 8% cash/12% PIK senior subordinated exchangeable debentures due…
$Y $Y.CA $DXM $GCI $LEE $MNI $NYT we’ve reached a significant turning point in the history of digital media
http://viewer.zmags.com/publication/a891d17c#/a891d17c/14
The Lottery Syndrome
(1 year later after I wrote it) July 13, 2012 3:00AM EST I sit before you, at the age of 25, having everything going for me in life and simultaneously…
$Y $Y.CA $DXM Digital & Mobile Formats Spur Growth in the Yellow Pages Market, According to New Report by Global Industry Analysts, Inc.
http://www.prweb.com/releases/yellow_pages_market/print_yellow_pages/prweb10889081.htm Digital & Mobile Formats Spur Growth in the Yellow Pages Market, According to New Report by Global Industry Analysts, Inc. July 1st, 2013 – 0 comments – Filed Under – by admin GIA…
$AOL $SCOR $IACI $OMC $RLOC $GOOG $IPG $LNKD Price of Online Business ex-Print 5.7x EV/EBITDA – below market $Y $Y.CA
$400M Annual Revenue $176M Annual EBITDA 43% EBITDA Margins 10%+ Growth EV/EBITDA ex-Print ($339+$672)/$176M = 5.7x Considering that the market rate for this sort of business is higher, I…