Yahoo - David Sambur (Apollo Global Management), (S2, EP.05)
Private Equity Deals with Capital Allocators
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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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