here is what Jim Cramer says...which makes sense to me too..."My prediction on Google and the Justice Department: The government's proposed draconian breakup of the company won't be presented in court in the spring. Plus, the appeals process may not even begin until the middle of 2026. By then, Google may implement some European-style changes, like a box that shows users alternative search engines when they set up devices, that will appease regulators. "
No update to my thesis. In fact I am excited about any break up of some GOOG businesses if that happens. Divestures are usually a good thing for large conglomerates like GOOG. See what happened to GE recently when it split up their underlying businesses.
Ultimately the breakup may not happen if GOOG can hold up until Jan 20th 2025 when the admin changes. Lets see.
Hi Beachman, so GOOG took a big hit in the market this week. Do you have any update to your thoughts on Alphabet’s prospects?
Makes sense. I don’t know why the lame duck action happened anyway. It seem a gesture rather than a serious move.
here is what Jim Cramer says...which makes sense to me too..."My prediction on Google and the Justice Department: The government's proposed draconian breakup of the company won't be presented in court in the spring. Plus, the appeals process may not even begin until the middle of 2026. By then, Google may implement some European-style changes, like a box that shows users alternative search engines when they set up devices, that will appease regulators. "
No update to my thesis. In fact I am excited about any break up of some GOOG businesses if that happens. Divestures are usually a good thing for large conglomerates like GOOG. See what happened to GE recently when it split up their underlying businesses.
Ultimately the breakup may not happen if GOOG can hold up until Jan 20th 2025 when the admin changes. Lets see.