The following video is from Monday's MarketFoolery podcast in which host Chris Hill, along with analysts Jason Moser and Joe Magyer, discuss the top business and investing stories.

In this segment, Goldman Sachs has added Yahoo! (NASDAQ: YHOO) to its Conviction Buy list, citing many positives about Yahoo!'s new leadership under CEO Marissa Mayer. The upgrade drove Yahoo! shares to a 52-week high. While the guys agree that management is taking a lot of good steps these days financially that investors will be pleased with, they are left wondering what the next big thing will be for Yahoo! or how the business model will go forward, and they would like to see some real organic revenue growth coming for the company in the next few years.