I see you are responding to my arguments (I must have become a target with $MC 😂), which were of course not really detailed due to time constraints, and you are of course absolutely right with what you say ✌️. But if it really gets that far, it will be a lengthy process, there will be an appeal, companies like $AAPL will also not be happy if they are deprived of 20 billion in revenue. For me the purchase was an overreaction and speculation in the short term and I don't know how long I will hold. But they have already failed in a similar case at $MSFT and that won't happen overnight . Cheers ✌️
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@BamBamInvest Please don't take offense. It's actually a coincidence that it concerns you again. But if I want to write about the topic anyway, I have to take your arguments on board :D
Google has also tried this several times. You don't even have to look at Microsoft. But so far they've never been serious about it.
As I said, I also think LVMH is good. I watch them myself.
Google has also tried this several times. You don't even have to look at Microsoft. But so far they've never been serious about it.
As I said, I also think LVMH is good. I watch them myself.
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•@Soprano All good, I'm not, I was more joking 😁. I think it's good that people are exchanging ideas and everyone is allowed to have their own opinion and personal price targets or entry points. Too often I've waited for a price that didn't come, so I usually strike a little earlier and you're not wrong. ✌️
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@Soprano I'm actually quite relaxed about the whole thing. Even if the measures were enforced, this would probably not be the case for at least a year. The argument that the competition could take over the business is also not so easy to implement. As far as I know, there are currently only two major advertising models: Bing and Google. Platforms such as Mozilla and many others are either based on revenue from Google or Bing or pursue rather unconventional business models.
I also find it difficult to imagine that Chrome could be spun off in isolation. So I think a potential split would be more focused on Android, and that business has considerable value in itself. While it is partly true that there is some interdependence within the company, this is essentially only in the area of advertising revenue.
YouTube, for example, could be spun off if a corresponding advertising deal is concluded. Google Cloud could also be set up separately, based on a customer deal. Google products could also be spun off. The core area - Search & Ads - together with the "Other Bets" would nevertheless be independent business models that could function independently to around 85%.
Ultimately, each of these segments only needs a cloud provider and an advertising network. In the worst-case scenario, there are also alternative advertising providers. These might not offer the same volume as Google or Bing, but sooner or later the market would regulate itself. I myself have long advocated a spin-off and would actually say that you can create up to 500 billion to 1 trillion dollars in value, which is now simply stuck inside as a holding discount
I also find it difficult to imagine that Chrome could be spun off in isolation. So I think a potential split would be more focused on Android, and that business has considerable value in itself. While it is partly true that there is some interdependence within the company, this is essentially only in the area of advertising revenue.
YouTube, for example, could be spun off if a corresponding advertising deal is concluded. Google Cloud could also be set up separately, based on a customer deal. Google products could also be spun off. The core area - Search & Ads - together with the "Other Bets" would nevertheless be independent business models that could function independently to around 85%.
Ultimately, each of these segments only needs a cloud provider and an advertising network. In the worst-case scenario, there are also alternative advertising providers. These might not offer the same volume as Google or Bing, but sooner or later the market would regulate itself. I myself have long advocated a spin-off and would actually say that you can create up to 500 billion to 1 trillion dollars in value, which is now simply stuck inside as a holding discount
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•@topicswithhead very nicely summarized 👍
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@BamBamInvest Do you want to reply to my other comment? I have the feeling I was ignored 😂. Mine on the Sofi post
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@topicswithhead I haven't seen it 😂 I'll have to look it up later
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@topicswithhead But I totally agree with you. If something like a spin-off from YT or Cloud were under discussion, that would be a really big added value and a great investment story.
But that's not the issue here, the regulators don't want to split off Search & Ads from the other areas, they want to split Search & Ads into itself, which would simply be a disaster.
But that's not the issue here, the regulators don't want to split off Search & Ads from the other areas, they want to split Search & Ads into itself, which would simply be a disaster.
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@Soprano I know you didn't say anything else, I just wanted to say that it can't be split off unless you allow deals in the background. That would then only be advantageous because it would free up value. I can't imagine separating it and throwing it to the dogs. It doesn't work that way either, because even with a complete spin-off, Chrome needs a search partner. What should they do then, run to Microsoft?
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