Chamath argues Google is one of seven quasi-monopolies whose parts are worth more than the whole, making shareholders better off through a breakup that would unlock higher individual valuations for each business unit.
if you own stock in any of these companies, the, some of the parts analysis would tell you that the breakup value is greater than the way that these companies get discounted.” ⚑
Chamath argues Bank of America failed to heed Buffett's public warning to mark underwater securities to market and sell them, prompting Buffett to dump his entire stake — signaling a looming credit crisis at large charter banks due to unrealized losses.
He warned BofA publicly... I don't think B of A acted quickly enough. And so what did Buffett do? He just basically started dumping and he's almost completely out of B of A, if not completely out altogether.” ⚑