There are not a lot of opportunities in tech that are wholly secular plays as opposed to cyclical plays, ... This is a great company and a great stock.
More Quotes from Scott Kessler:
We view Yahoo as well diversified, especially between display and search advertising, and as battle-tested and shareholder-friendly.Scott Kessler
Essentially, the company has decided to divest itself of its, by far, most successful and most prized business, and it's going to retain two businesses that I consider challenged at this point.
Scott Kessler
It was just a matter of time before there was some consolidation of these gains.
Scott Kessler
The company has not adequately invested in investor relations during the past couple of years. It's pretty obvious.
Scott Kessler
I think a lot of folks who were at that meeting felt pretty chagrined, I would argue this is still pretty material information, given the high profile nature of this company and the emergence of click fraud as a high-profile subject.
Scott Kessler
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