YHOO Bull Case
By Johns Wu on Apr 13, 2006
I was surfing the web inbetween class today, and I noticed how YHOO has been revamping features on its website. While I’m neutral on YHOO in the shortterm, I’m very bullish on the longterm.
YHOO is a very versatile company that is constantly innovating and adapting to the fast paced tech environment. Yahoo Ads followed Adsense. Blog integration to Yahoo News followed Google Blog Search. And finally, YHOO Finance Boards Beta followed Google Finance.
YHOO management knows the industry and is rapidly adapting to new threats. GOOG is a very shaky stock right now, and if sentiment on GOOG ever turns sour, the investors will be rotating their funds out of GOOG and into YHOO.
This entry was posted on Thursday, April 13th, 2006 at 12:49 am and is filed under Annotated Analysis.
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