marisa meyer, from yahoo, just got $5.8 million after tax. i'm not a particular d-- is thee a price? >> this could be a good deal for you, you could start another company, you could stay with it, but this is how i would -- this is how i would turn my company around. >> yeah. i don't know for us we feel like we're still pretty early and with the tr urulia acquisition, don't think it's the right time to sell. >> thank you, that's what i wanted to know. always great to have you. thank you. >>> shares of ford are in reverse after big losses abroad. is this a buying opportunity or are there more roadblocks ahead? don't miss cramers take. >>> memo to every board of director out there, when companies take my advice stocks go higher, sometimes much higher. a few weeks ago i told you that angie's list, a business that has been having troubles, was not worth owning. i also said they could be incredibly valuable to an inquirer. and that the right buyer could turn this business into a legitimate competitor. angie's list has hired investment bankers to ex

is marisa meyer doing enough to fend off her critics?ext. ♪ >> welcome back to the best of bloomberg west. an interesting time at yahoo. the company had a $6 bl windfall after taxes. and activist investors is urging yahoo to break apart or consider a merger with a.o.l. yahoo reported third quarter earnings that showed improvement. revenue is up 1.5% from a year earlier. net income, $6.8 billion, up more than 2,000%. so is yahoo really on the comeback trail or is it all ali baba? we spoke with our editor tom. here's their take on whether yahoo really is making a comeback. >> it's organic growth, organic slinkage in addition to the acquisition. so the company has spent over $1 billion in acquisition. we don't even know how much they've spent because they they've done dozens of acquisitions but they haven't released the actual cost. so only in a few cases do we know how much they spend. $1.1 billion for tumbler but think about that. and on a year over year basis they see sales increase by $10 million? that's not very impressive. there's som

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. >>> i have listened endlessly to the cat calls about how marisa meyer, the ceo of yahoo, isn't focused, that she's not created anything, not reversed the tide, not this, not that. i think the heat's being directed at the wrong person. today's market, let's say today marks a real important turn. as of right now, meyer has tripled the price of yahoo's stock. she's done so through capital management, mainly making peace with alibaba so she could hold back a huge number of shares that yahoo earns, 122 million, to be exact, from having to be sold on the chinese giant's epo. you have to appreciate meyer's foresight in avoiding the sale of these 122 million shares at $68 that the company offered them. remember, she could have ended up selling many more shares than she did. that was the original agreement with alibaba before she came in, but her decision to fight to hold back that stock is looking pretty darn shrewd. at the same time, let's not forget she bought back 193 million shares at an average price of $26.37, including 40 million shares from the noted activist, at $29.11. lobe did well