The following video is part of our daily MarketFoolery podcast, in which host Chris Hill and analysts Tim Hanson and Joe Magyer discuss the day's business and investing news. Tim lays out the value proposition for Yahoo!'s shareholders and prospective buyers (Microsoft and Google) and pinpoints the moment he would sell. And because it's our "Intentionally Lame Halloween Special," Tim does this while wearing a Mexican wrestling mask. (It's dark, but trust me.)

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.