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15 handpicked stocks

Leveling the Digital Playing Field

This carefully selected group of stocks represents companies positioned to benefit as regulators worldwide challenge big tech's market dominance. Chosen by expert analysts, these companies in digital advertising, online travel, and local search could see significant growth as the competitive landscape becomes more balanced.

Author avatar

Han Tan | Market Analyst

Published on July 11

Your Basket's Financial Footprint

Market capitalisation breakdown for the basket 'Leveling the Digital Playing Field'.

Key Takeaways for Investors:
  • Large-cap dominance tends to reduce volatility, offering more stability and closer tracking of broad market moves.
  • Treat this basket as a core holding for diversification rather than a speculative, high-risk growth position.
  • Expect steady, long-term appreciation rather than explosive short-term gains; growth is likely moderate and gradual.
Total Market Cap
  • TRIP: $1.90B

  • EXPE: $27.98B

  • BKNG: $171.32B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Regulatory actions against tech giants, like Turkey's recent fine against Google, signal a pivotal shift in how digital markets operate. As authorities worldwide tackle anticompetitive practices, traffic and revenue could be redirected to smaller, specialized platforms that have previously been disadvantaged by big tech's preferential treatment.

2

What You Need to Know

This collection represents a tactical, event-driven investment opportunity in response to the growing global trend of regulatory enforcement. These companies operate in digital advertising, travel bookings, and local business directories—areas where big tech has faced scrutiny for self-preferencing their own services over competitors.

3

Why These Stocks

These companies were specifically chosen because they directly compete with services that have benefited from preferential treatment. As regulators enforce fair competition in search rankings and digital marketplaces, these platforms are best positioned to capture increased visibility, traffic, and revenue within the multi-trillion-dollar online services industry.

Why You'll Want to Watch These Stocks

⚖️

Regulatory Tailwinds

The growing wave of regulatory actions against tech giants isn't slowing down. As more countries follow Turkey's lead, these companies are positioned to capture redirected traffic and revenue.

🔍

Hidden Value Waiting to Be Unlocked

Many of these companies have built quality services but struggled against unfair competition. As the playing field levels, their true potential and value could finally be recognized by the market.

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A Global Shift in Digital Power

We're witnessing a historic rebalancing of the digital economy. These companies aren't just riding a temporary trend—they're positioned at the forefront of a fundamental market restructuring.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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