My comments on the article -
http://seekingalpha.com/article/2299795-can-yahoo-be-your-ideal-pick-in-the-online-ads-industry
What is yahoo today? Is it a search engine or is it a news media company or is it a place where you can sell? What is the clear strategy on yahoo apart from the big positive that it has good percentage of alibaba? This story is still not clear to me.
Well written article. Buying at $15 was good though still without the alibaba story it was hard to justify. RIght now it can still go up only because Alibaba will be a super hit and will go much higher than opening price in the market. Hence this is a good buy but if not for alibaba, I dont have much opinion on this stok
