The following video is part of our "Motley Fool Conversations" series, in which advisor Charly Travers discusses topics across the investing world.
It's early days in new CEO Scott Thompson's tenure at Yahoo!, and his plans for the struggling old-guard Internet company are starting to take shape. While talks with Softbank over monetizing Yahoo!'s equity interest in Yahoo! Japan have hit an impasse, it looks like a deal with China's Alibaba Group to buy out Yahoo!'s stake is finally moving forward. Thompson is refocusing Yahoo! on its core assets to drive higher user engagement and ultimately higher display ad revenue and improved search performance. Despite strong first-quarter cash flow, Yahoo! remains a tech turnaround in its first inning.
The cloud-computing revolution is very real, and it's here today. This revolution stands to upset much of the technology world as we know it, and it will redefine how content is managed and distributed. As with any upset, there are those that will be crushed by the changing tide and those that will ride the waves to riches. The Motley Fool has outlined the winner in a special free report: "The 2 Words Bill Gates Doesn't Want You to Hear." If you're interested in uncovering these opportunities today, you can click here to access your report -- it's totally free.
At the time thisarticle was published Charly Travers has no positions in the stocks mentioned above. The Motley Fool owns shares of Google, Microsoft, and Yahoo!.Motley Fool newsletter services recommendGoogle, Microsoft, and Yahoo!. Try any of our Foolish newsletter servicesfree for 30 days. We Fools may not all hold the same opinions, but we all believe thatconsidering a diverse range of insightsmakes us better investors. The Motley Fool has adisclosure policy.
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