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One of my favorite Warren Buffett investing aphorisms holds that "price is what you pay ... value is what you get."
That bit of wisdom from the "Oracle of Omaha" came to mind yesterday when I saw that Piper Jaffray analyst Gene Munster upgraded shares of Yahoo! Inc. (Nasdaq: YHOO) from "Neutral" to "Overweight" (institutional code for a "Buy"), arguing that the company's stake in Alibaba Group Holding Ltd (NYSE-WI: BABA), China's No. 1 e-commerce player, is worth a lot more than most folks realize.
We couldn't agree more...
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