Prof G Markets Is Target a Leveraged Buyout Candidate? + Comcast Cuts the Cord
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Nov 25, 2024 A deep dive into Target's struggles reveals it as a prime candidate for a leveraged buyout, especially when measured against Walmart's winning strategies. The potential forced sale of Google Chrome raises questions about tech regulation. The discussion also covers Comcast's decision to spin off its cable networks, emphasizing the allure of distressed assets in today's market. Plus, insights on Microstrategy's Bitcoin funding and Nvidia's latest earnings add a tech angle to the financial landscape.
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Break Up Monopolies
- Break up monopolies for a healthier economy and tax base.
- This benefits shareholders and employees, as seen throughout economic history.
Google's Anti-Competitive Practices
- Google's anti-competitive practice involved paying billions to be the default search engine.
- Address this by breaking up their agreements with companies like Apple, not by forcing a Chrome sale.
Missed Opportunity
- Scott Galloway knew Michael Saylor and his Bitcoin vision early on.
- Despite this, Galloway didn't invest, missing out on significant gains.