The bottom line is that, despite some longer-term issues, we think weak industry sentiment combined with some valid company-specific concerns have pushed the stock lower than is justified. We believe that the near-term positives outweigh the near-term risks.
More Quotes from Benjamin Schachter:
While not directly related to Yahoo, such news flow raises the profile of questionable Internet practices, and we think it increases headline risks for the group.Benjamin Schachter
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