12/08/2015 Update

Buy 145 shares of YHOO (Yahoo! Inc.) at 34.39. Invest 10% of capital.

Read this article about why YHOO is under valued. 

Yahoo's holdings in two public companies Yahoo Japan (35%) and Alibaba (15.4%) are worth about 44B. Its current market cap is about 33B, which is 25% discount of its holdings. That leaves Yahoo's own operating assets at zero value. 

Yahoo has been moving up for last two months. The momentum is OK but not strong enough. It is better to buy when it moves above 35.62 at closing. I decide to buy early since the downsize risk is not very big.