Yahoo - David Sambur (Apollo Global Management), (S2, EP.05)
Private Equity Deals with Capital Allocators
The Opportunity for Tuck in Acquisitions
The business is four times as profitable now as it was in 2019, and it's almost 100% up on our underwriting case. Every one of the GMs that runs each one of those businesses has a product vision revolving mainly around making sure that we grow the audiences but then monetizing them vertically. And I do think you're going to start to see Yahoo do M&A. If you think about what's happened in online advertising, the economics around adding customers have gotten very upside down.
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