The Internet is a powerful way to make lots of money... But we are not going to buy Yahoo!
Sentiment: NEGATIVE
Yahoo is positioned for accelerated financial growth. We have a powerful consumer brand, a huge global audience, and a highly profitable operating model.
Yahoo is still in many ways the definitive brand of the consumer Internet, but I don't think they can or should compete with Google any longer. That game is over.
Of all the big Internet companies, Yahoo is the most highly valued on a price-earnings and price-sales basis.
Yahoo to me, as the founder of a company, is one of the biggest opportunities you could have; it's one of those classic Internet companies.
I myself saw Yahoo become a $100 billion company and then become a $10 billion company, so you always have to look at valuations with a grain of salt and understand it is a point-in-time measure.
The beauty of the Internet is there's a niche market for everything, and if you can focus on it, you can build a sustainable and viable business of it.
Not only does Yahoo! have a unique franchise, it increasingly has industry-leading tools, technology and, most importantly, people.
Yahoo is a company that is very strong in content.
The Internet and Yahoo are firmly established as 'must buys' for brand advertising.
I think Yahoo is a great company, with great assets.