Google Faces a Potential Breakup

Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ...  Show more

For many buy-and-hold investors out there just getting started, knowing how to understand businesses better is one of the first skills to develop. One term that the financial media world has developed for business strengths is economic moat: that “it factor” that keeps its compet ...  Show more

Scott and Ed open the show by discussing the Justice Department’s proposed forced sale of Google Chrome, how Microstrategy is funding its Bitcoin buying spree, and Nvidia’s earnings. Then Scott breaks down why Target is still struggling to compete with Walmart and explains why it ...  Show more

In this episode, Jamie and Jaeden discuss Perplexity's unsolicited $34.5 billion offer to acquire Google Chrome amidst Google's legal troubles related to antitrust issues. They explore the implications of this bold move, the competitive landscape of AI browsers, and the financial ...  Show more

Roger McNamee joins Scott to break down the US Department of Justice's antitrust lawsuit against Google and how monopolies stifle innovation. They also discuss the sharing economy, how the social platforms tear at our society, and the remedies that can be put in place moving forw ...  Show more

Episode 388: Neal and Kyle review the latest inflation report which shows a promising downward trend that could seal the deal for a Fed rate cut. Then, US courts ruled Google is a monopoly and wants it to either open its data to its rivals, or break up the company. Next, a man is ...  Show more