Is anyone selling Google?

It’s down 17% in the last month or so, so someone obviously is selling.

That being said, a break up or Google would be welcomed IMO. I’m long and would love to get the pieces of the business individually, particularly things like YouTube and Cloud.

It depends how they’d structure it. Johnson and Johnson spun off their consumer brands and you only got shares of the new company if you opted to give up some shares of JNJ, otherwise you just kept JNJ.

Sold earlier this summer after the May and June sell off of BABA. BABA is way cheaper. Had nothing to do with DOJ. The DOJ has been getting owned lately. I expect the same here.

High profile cases like Steven Wynn, Humana Medicare Advantage, January 6th case were all bad losses. Even a defunct home loan company, Nutter, beat up on the DOJ. Kanter has been abused in big antitrust cases like DaVita, Patel and Jindal recently and really has no credibility until he starts winning. Antitrust is his bailiwick, he has an unlimited budget and keeps getting smoked. Google will do the same.

Google is a good company. Being better than your competition doesn’t make you a monopoly.

Definitely not selling any shares. Calls for November sound good to me

BABA looks good. I knew investing in China was risky, but it was too cheap after the sell off.

Google is not being impacted by the DOJ shakedown. It is back where it was when the DOJ made the announcement on 8/14. It will be back to ATH by early next year.