How much bigger can Facebook, Google and Amazon get?

How big is too big?

Ali Unwin, manager of the Neptune Global Technology fund comments on why he believes the big technology giants are still attractive investment opportunities, despite their size and recent regulatory concern.

The world's largest technology companies are coming under increasing scrutiny because of their size, ubiquity and power. Amazon alone accounts for almost a third of all retail growth (offline and online) in the US.  Two billion people use Facebook every month. Google has more than 90% share in European search, according to the recent European Commission investigation. How big is too big? Are these companies at risk of being broken up or forced to offer concessions to competitors? A recent Yale Law Journal paper made the case for breaking up Amazon before it becomes too powerful.  S...