The major US technology platforms, Alphabet, Amazon, Apple, and Facebook, face an evolving set of legal, regulatory, and policy risks. In this session CFRA's experts discussed these issues in greater depth, focusing on the more recent developments since our Part I session in September 2018.
Additionally, CFRA reviewed the strategies you can use to model legal risks for these four dominant technology platforms, updated our high-level view regarding relative risks among the platform players, and explored why future European Commission competition cases against technology platform companies could be more impactful than recent cases brought against Google parent Alphabet, Inc. (GOOGL).
Legal situations are often under-covered by sell-side research. That’s why CFRA Legal Edge partners with institutional investors to understand the legal and regulatory risks related to public companies and leverage this insight to formulate both long and short investment ideas based upon legal outcomes.
Led by Nick Rodelli, the team brings more than 10 years of experience identifying situations with mispriced legal risk related to patent litigation, crisis events, regulatory events, and significant market catalysts.