This chapter explores the potential breakup of major tech companies like Google and the regulatory implications for such actions. The discussion contrasts historical benefits of breaking up monopolies with current regulatory challenges and the impact of upcoming elections on antitrust actions. Additionally, it examines consumer behavior in the snack industry, emphasizing the resilience of certain markets despite shifting health trends.
Here’s why investors could win.
(00:21) Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consolidation in the snacking sector.
Then, (14:29) Jason Hall and Ricky Mulvey check in on some solar power stocks.
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Companies discussed: GOOG, GOOGL, K, ENPH, SEDG
Host: Mary Long
Guests: Tim Beyers, Jason Hall, Ricky Mulvey
Engineer: Dan Boyd
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