TheDirectory.com Inc (SEEK)

[WilliamFL]

That last paragraph pretty much sums up what Scott is betting on...

The Big Picture
Over the last two decades, Google has emerged as the clear leader in consumer search, but they’ve failed to extend their reach into vertical search engines. That void has since been filled with dozens of specialized search engines, platforms that mostly benefit small to mid-sized businesses. The advantages for users are clear: focusing on a limited set of data accelerates workflows and supplies better information. As the Google saga unfolds, vertical search engines are well-positioned to grow by facilitating business-to-business commerce.