The big question to ask is what is the next big thing to invest in. I would say, Yahoo! looks promising but Marissa Mayer, Yahoo! CEO, seems to be taking patterns that she learned at Google and implementing them in Yahoo! I don't see innovation. I am loyal to the Yahoo! brand since it led me through the evolution of the internet. It, however, has not evolved as a company. Yahoo! reminds me of Oracle in the digital content world. Like Oracle, Yahoo bought smaller companies however Yahoo doesn't know how to integrate them to provide new and refreshing products.
My money is on Bob Iger, CEO of Walt Disney Company. He understands his management style and the Disney brand and made some brilliant moves. His moves include:
- Acquisition of Pixar - Acquired a popular product and infused into the Disney brand. He understood that the new generations don't easily gravitate to Disney characters like Mickey Mouse, Donald Duck, but to Toy Story characters. It was a win/win product.
- Acquisition of Marvel Entertainment - Acquired products that appealed to a certain product and infused into the Disney brand
- Acquisition of Lucas Films - Acquired Star Wars and Indiana Jones and put them in the Disney family
Pure brilliance. Tim Cook is muddling along. He needs to define what Apple should do. If he doesn't do it then Apple stocks will continue to plummet.