Managing Partner
O.S.S. Capital Management | New York NY
“We are excited about Yahoo! [YHOO]. The company reaches one out of two Internet users and attracts 146 million unique U.S. visitors per month to its network of sites. Despite changing consumer behavior, Yahoo! consistently has captured 10% to 14% of the time spent online since 2006. In its largest verticals — sports, mail, finance and entertainment — it has close to a 40% share.”
Other picks by Oscar Schafer in January: Devon Energy [DVN]; Aflac [AFL]; Carter’s [CRI]. Barron’s Roundtable, January 18, 2010.
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