I am hestitant to buy stock in Yahoo.
On the one hand they have aquired some very inovated companies in the past few years. (many of whom I work with)
I see high growth potentail from their RightMedia division especially.
However, Google is destroying them in one of their core businesses, that being search. Their other core business, content supported by display advertising, seems relatively stable, but does not look like it with be growing much if any.
Basically I like the new direction the company is going, espeically if they do end up buy AOL's content business as the internet seems to think they will. (Adding Advertising.com the largest online advertising network, as well as Tocada to their existing Rightmedia and Blue Lithium could work well) But I am worried about the direction of their core businesses that make up the majority of their revenue.
Does anyone have any thoughts on this?