April 18, 2012
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.