Post #342 by mungofitch on the Falling Knives board

Investment Strategies / Falling Knives

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The Final outcome on these issues will be dragged out for years and years after all of the appeals.

I don't really know what will happen, but there is one thing unusual about this specific replay of the old story:
The most likely single "punishment" will be that Alphabet be forced to stop paying Apple and Mozilla tens of billions to have Google as the default search engine. If they s top paying that out, the short to medium term result is that profitability will go up. That might be good for the price, though it's hard to say what effect (if any) it will have on the long run market share.

Net profit reported in 2021 was $76 billion. That year they paid out $26.3 billion in fees to be the default. Though not likely, it's not inconceivable that net profits could rise by a quarter while the lawyers duke it out.

Jim

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