Both Facebook and Google are great brands with platforms that are virtually impossible for a competitor to replicate, said Aziz Hamzaogullari, portfolio manager for the Loomis Sayles Growth Fund. Hamzaogullari added that the anti-trust suit against Google may have an impact on their business in the short term, but it won’t change the overall structure of what is a very dynamic company. He also said Jeff Bezos is focused on Amazon’s core business despite his extracurricular activities like the Washington Post and drone delivery. Finally, Hamzaogullari said Monster is in the fastest growing category in beverages in terms of consumption and that’s what attracted Coke to purchase 17% of the company and perhaps more in coming months.
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