Ed

to the S&P, which is trading at like 25, 26. You know, Google, it's a juggernaut tech company, and yet it's being valued today like it was like a dying industrials company.

to the S&P, which is trading at like 25, 26. You know, Google, it's a juggernaut tech company, and yet it's being valued today like it was like a dying industrials company.

to the S&P, which is trading at like 25, 26. You know, Google, it's a juggernaut tech company, and yet it's being valued today like it was like a dying industrials company.

Just one other implication that I want to get your take on. You know, I think one of the reasons Wall Street's freaking out is just the possibility of a breakup. You've made this point before, but I just think it's worth highlighting again that, like, Breakups can actually be really good for shareholders.

Just one other implication that I want to get your take on. You know, I think one of the reasons Wall Street's freaking out is just the possibility of a breakup. You've made this point before, but I just think it's worth highlighting again that, like, Breakups can actually be really good for shareholders.

Just one other implication that I want to get your take on. You know, I think one of the reasons Wall Street's freaking out is just the possibility of a breakup. You've made this point before, but I just think it's worth highlighting again that, like, Breakups can actually be really good for shareholders.

Like I feel like there's this feeling in the investment community that if you break up a company, it's like you're almost seizing people's shares in the company. Like you're just making them poor overnight. And they're sort of not acknowledging that actually, no, all it means is you're separating out these business segments into different companies. You're still going to keep your shares.

Like I feel like there's this feeling in the investment community that if you break up a company, it's like you're almost seizing people's shares in the company. Like you're just making them poor overnight. And they're sort of not acknowledging that actually, no, all it means is you're separating out these business segments into different companies. You're still going to keep your shares.

Like I feel like there's this feeling in the investment community that if you break up a company, it's like you're almost seizing people's shares in the company. Like you're just making them poor overnight. And they're sort of not acknowledging that actually, no, all it means is you're separating out these business segments into different companies. You're still going to keep your shares.

It's just the shares are going to be spread across multiple companies. And you've made this point, and Matt Stoller has made this point in his newsletter, that this can actually be value accretive for shareholders. You look at Standard Oil, right? which got broken up, it ended up creating Exxon and Mobil and Conoco and Chevron, all these other companies.

It's just the shares are going to be spread across multiple companies. And you've made this point, and Matt Stoller has made this point in his newsletter, that this can actually be value accretive for shareholders. You look at Standard Oil, right? which got broken up, it ended up creating Exxon and Mobil and Conoco and Chevron, all these other companies.

It's just the shares are going to be spread across multiple companies. And you've made this point, and Matt Stoller has made this point in his newsletter, that this can actually be value accretive for shareholders. You look at Standard Oil, right? which got broken up, it ended up creating Exxon and Mobil and Conoco and Chevron, all these other companies.

And Rockefeller, he ended up quintupling his wealth. Like the shareholders of Standard Oil did incredibly well after that breakup. And it feels to me that maybe The market's sort of forgotten that, and they're not really considering that. They're considering this breakup concept to be this existential threat that would just kill Google overnight. I'm not considering that.

And Rockefeller, he ended up quintupling his wealth. Like the shareholders of Standard Oil did incredibly well after that breakup. And it feels to me that maybe The market's sort of forgotten that, and they're not really considering that. They're considering this breakup concept to be this existential threat that would just kill Google overnight. I'm not considering that.

And Rockefeller, he ended up quintupling his wealth. Like the shareholders of Standard Oil did incredibly well after that breakup. And it feels to me that maybe The market's sort of forgotten that, and they're not really considering that. They're considering this breakup concept to be this existential threat that would just kill Google overnight. I'm not considering that.

There's actually like, there's upside risk here too. It could be value accretive for the company.

There's actually like, there's upside risk here too. It could be value accretive for the company.

There's actually like, there's upside risk here too. It could be value accretive for the company.

There we go. You've talked me into it. There we go. Coming back to America. We'll be right back after the break with a look at Uber's earnings. If you're enjoying the show so far, hit follow and leave us a review on ProfitGMarkets.com.

There we go. You've talked me into it. There we go. Coming back to America. We'll be right back after the break with a look at Uber's earnings. If you're enjoying the show so far, hit follow and leave us a review on ProfitGMarkets.com.