Yahoo! JAPAN
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Search complete. 8 mentions across 6 episodes found for "Yahoo! JAPAN".
Sep 22, 2026
Aswath DamodaranHOST
especially with Verizon.
Aswath DamodaranHOST
But what have I not valued in the case of Yahoo? What are Yahoo's two biggest assets? 35% of Yahoo Japan and 14% of Alibaba.
Aswath DamodaranHOST
Why haven't I valued them? Because they're treated as minority crossholdings and the income from those crossholdings are below my operating income line.
Aswath DamodaranHOST
I can't abandon them.
SiranchaHOST
Yeah, I've seen that they've become much more common now.
SiranchaHOST
But when I purchased it, you just got to trust me where the only reasonable price to get it off Yahoo Japan.
SiranchaHOST
To make sure that it's the authentic, the real deal.
SiranchaHOST
Because I heard that there were problems with fake Pokemon Go devices.
Asterios KokkinosHOST
I'll pay any price to get Igglybuff back if you've seen that little guy.
SiranchaHOST
Yeah, I didn't want that to happen to you.
SiranchaHOST
So I had to buy it from Yahoo Japan.
Asterios KokkinosHOST
Thank you.
Aswath DamodaranHOST
You also haven't valued cross holdings in other companies.
Aswath DamodaranHOST
In the case of Yahoo, you haven't valued Yahoo Japan and Alibaba.
Aswath DamodaranHOST
Why? They're minority holdings in other companies.
Aswath DamodaranHOST
That was the box in the FF Simple Ginseng spreadsheet where it said, are there other non-operating assets? That was not meant for things like goodwill and stuff.
Aswath DamodaranHOST
You also have to value minority holdings in other companies.
Aswath DamodaranHOST
Think Yahoo Japan and Alibaba.
Aswath DamodaranHOST
Whenever you think about minority holdings, because that will remind you that these are not always small numbers.
Aswath DamodaranHOST
Then you gotta subtract out debt, that's the easy part.
Aswath DamodaranHOST
That's not a penny change.
Aswath DamodaranHOST
And the 35% of Yahoo Japan, which is surprisingly a much healthier part of Yahoo than Yahoo itself, I haven't valued those yet because those are classified as minority holdings.
Aswath DamodaranHOST
So I've got to add in those cross holdings.
Aswath DamodaranHOST
You know how much of a nightmare this is with Asian companies, family group companies? I'll show, when I do Tata Motors, you're going to see how much of a nightmare it's going to be because they have 30 cross holdings in other Tata companies.
19 MINS LATER
Aswath DamodaranHOST
This is not what it's designed for.
Aswath DamodaranHOST
It's designed for things that you haven't counted yet.
Aswath DamodaranHOST
And that would include if you're doing Yahoo, Yahoo Japan, and Alibaba.
speaker_6UNKNOWN
In the case of Disney, what do you think I haven't counted yet?