Fact-Checking With Tiger Global: Apple Inc. (AAPL), Yandex NV (YNDX)

More importantly, Yahoo’s stakes in both Alibaba and Yahoo Japan are both underpriced in its balance sheet, and have a much higher intrinsic value. In particular, the 24% stake in Alibaba is worth a lot more, and should be a major catalyst for Yahoo’s fortunes once Alibaba conducts a widely anticipated IPO in the coming years.

5. Groupon Inc (NASDAQ:GRPN) : Tiger Global has a stake of 9.9% in the daily deals pioneer, Groupon which is valued at more than $315 million. This might be a head scratcher for some investors, but Groupon has enormous upside. The company’s business model is in rapid transition and should do well over time.

Groupon is slowly evolving from a standalone daily deals company to newer business segments like Groupon Goods. In addition, the firm’s merchant relationships are becoming more sticky owing to the value added services that Groupon provides like low-cost payment services and customer handling apps.

A big competitive advantage of Groupon is the large number of merchant relationships in place, which are hard for other companies to replicate overnight. With the stock trading at a fraction of its 52 week highs, Groupon has bagger potential.

The Bottom Line

It’s never a good idea to follow marquee investors blindly. And one should do their own research heavily before making investment decisions. Tracking highly successful and low key buy-and-hold investors like Chase Coleman is always a good idea, at least for matching notes.

The article Fact-Checking With Tiger Global originally appeared on Fool.com and is written by Ishfaque Faruk.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.