Las FAANG

Empresas Sectores y comparativas
88

Emerito nos dice que las consumer staples son una mierda y que solo hay que invertir en FAANGs y en Tesla

https://twitter.com/foso_defensivo/status/1308060321161117696

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89

Emérito fuma crack

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90

No le valdrán para su estrategia imagino (no he leído si explica más).

8 de esas 11 son más del 20% de mi cartera de dividendos…

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91

JnJ consumo empaquetado? Si si división de consumer es la más pequeña…

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92

Qué no se preocupe que ya las voy comprando yo.

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No es la primera vez que le ponen el cascabel al gato, si lo hicieron con Rockefeller, no veo porque no lo pueden hacer ahora. A mi me resulta un proceso interesante.

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97

Personalmente, creo que no estaría mal encaminado una separación de actividades/empresas… tal que:
FACEBOOK
⁃ Facebook. IT. SOCIAL MEDIA
⁃ Instagram. IT. SOCIAL MEDIA
⁃ WhatsApp. IT. MESSAGING SERVICES

AMAZON
⁃ AMAZON. RETAIL.INTERNET RETAIL
⁃ AMAZON. IT.CLOUD SERVICES

APPLE
⁃ APPLE. RETAIL.INTERNET RETAIL
⁃ APPLE. IT. HARDWARE
⁃ APPLE. IT. SOFTWARE
⁃ APPLE. IT. SOCIAL MEDIA

GOOGLE - ALPHABET
⁃ Google. IT. SOFTWARE
⁃ YouTube. IT. MEDIA
⁃ Android. IT. SOFTWARE

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100

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101

Competición en los mercados digitales, un documento de 450 páginas, que contiene muchas cosas a tener en cuenta, iré poniendo alguna cosa conforme vaya leyendo.

Al que se anime a echarle un vistazo:

https://judiciary.house.gov/uploadedfiles/competition_in_digital_markets.pdf

Although these four corporations differ in important ways, studying their business practices has revealed common problems.

  • First, each platform now serves as a gatekeeper over a key channel of distribution. By controlling access to markets, these giants can pick winners and losers throughout our economy. They not only wield tremendous power, but they also abuse it by charging exorbitant fees, imposing oppressive contract terms, and extracting valuable data from the people and businesses that rely on them.
  • Second, each platform uses its gatekeeper position to maintain its market power. By controlling the infrastructure of the digital age, they have surveilled other businesses to identify potential rivals, and have ultimately bought out, copied, or cut off their competitive threats
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102

Algunas de las propuestas de cambio propuestas en el documento:

  1. Reduce Conflicts of Interest Thorough Structural Separations and Line of Business Restrictions
  2. Implement Rules to Prevent Discrimination, Favoritism, and Self-Preferencing
  3. Promote Innovation Through Interoperability and Open Access
    a. Interoperability
    b. Data Portability
  4. Reduce Market Power Through Merger Presumptions
  5. Create an Even Playing Field for the Free and Diverse Press
  6. Prohibit Abuse of Superior Bargaining Power and Require Due Process
  7. Invigorate Merger Enforcement
  8. Protect Potential Rivals, Nascent Competitors, and Startups
  9. Predatory Pricing
103

Pinterest +23% after global jump in users, revenues in Q3

(+28% ahora mismo)

104

Pelotazo de Google…

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105

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106

https://www.elconfidencial.com/tecnologia/2020-11-02/google-facebook-apple-amazon-gafa-monopolios-thinktek_2811920/

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107

Cuidadin…

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