Yahoo - David Sambur (Apollo Global Management), (S2, EP.05)
Private Equity Deals with Capital Allocators
The Growth of Unchinks
Yahoo has returned all of its equity. The business is dramatically more profitable, and I think the multiples should be higher than the multiples that we paid for. Even if all of the exciting things I talked about don't come to fruition, I think there's line of sight. It's growing at EBITDA. There's a lot of innovation in mail. If we get a right, huge opportunity in mail search. Search was written off by many of the prior seven CEOs. For good reason because Google took over search.
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