Yahoo Has No Idea What It Wants to Be: Kedrosky

The video discusses Yahoo's growth in Internet users and challenges in monetization. It highlights advancements in mobile applications and the struggle with revenue from ads. Yahoo's identity crisis and investor concerns about Alibaba equity are examined. Management strategies and acquisitions are also covered.

What is the significance of Alibaba equity for Yahoo's valuation?

What progress has been made in mobile revenue for Yahoo according to the speaker?