People are changing in the way they surf the Internet.  

Recent research suggests that users are increasingly using mobile devices to initiate their Internet searches, with advertising mobile search spending expected to triple within the next four years. Users are also moving away from search engines such as Google (GOOGL 0.37%), with a preference for using search applications to find what they're looking for.

In the following video, Rule Breakers analyst Simon Erickson and Stock Advisor analyst Jason Moser explain why Yelp (YELP -0.03%) could be a likely winner from the combination of these two megatrends.