Capitalist Letters

Capitalist Letters

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Capitalist Letters
Google: Cracking Monopoly or a Thriving Ecosystem?
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Google: Cracking Monopoly or a Thriving Ecosystem?

Google is depressed from many angles: ChatGPT, Antitrust investigations, employee relations etc... It's getting sold off, what should we do?

Oguz Erkan's avatar
Oguz Erkan
Sep 15, 2024
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Capitalist Letters
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Google: Cracking Monopoly or a Thriving Ecosystem?
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I am going to tell you something amazing. Just look at this chart 👇

See the dip in November 2022? This was a huge buying opportunity, yet many people missed it.

Even Bill Ackman started buying after this and now his average cost basis in Google is just below $100.

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