What's the Mystery Surrounding a Bid for Yahoo?

The video discusses the mystery surrounding the bid, highlighting the dynamics between buyers and sellers, and the role of publicity in the process. It touches on accounting issues and the pricing environment, particularly in relation to Yahoo. The discussion emphasizes the totality of the process and the expectations of buyers and sellers, noting that these cannot be solely attributed to accounting issues.

What role does the speaker believe they have in the overall process?

Why does the speaker think that the drop in pricing cannot be pinned down to an accounting issue?