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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.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 11

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

TRIP

TripAdvisor Inc

TRIP

Current price

$17.62

TripAdvisor's travel and accommodation review services stand to gain visibility if regulators force Google to treat competitors more fairly in search ...

TripAdvisor's travel and accommodation review services stand to gain visibility if regulators force Google to treat competitors more fairly in search results.

EXPE

Expedia Inc.

EXPE

Current price

$207.44

As a major online travel agency, Expedia could see increased direct traffic and bookings as Google's ability to self-preference in travel search is cu...

As a major online travel agency, Expedia could see increased direct traffic and bookings as Google's ability to self-preference in travel search is curtailed.

BKNG

Booking Holdings Inc.

BKNG

Current price

$5,454.29

Booking Holdings is a direct competitor to Google's travel services and would benefit significantly from a more level playing field in search rankings...

Booking Holdings is a direct competitor to Google's travel services and would benefit significantly from a more level playing field in search rankings.

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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.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+53.47%

Group Performance Snapshot

53.47%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 53.47% over the next year.

10 of 15

Stocks Rated Buy by Analysts

10 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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.

🌐

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.

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