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Could Anyone Buy Google? (markevanstech.com)
11 points by buckpost on Feb 6, 2008 | hide | past | favorite | 16 comments



No.

As per Google's IPO filings (http://www.sec.gov/Archives/edgar/data/1288776/0001193125041...), there are two classes of Google Common Stock, Class A and Class B.

Only Class A stock can be publicly traded. It's listed as GOOG on Nasdaq.

Class B stock is "insider" stock. It's the stuff that Larry, Sergey, Sequioa, and Google's employees got. It can't be publicly traded.

If you want to sell Class B ("insider") stock, you can convert 1 share of Class B stock into 1 share of Class A stock. Class A stock can then be sold on the public market.

The catch? Class B stock gets 10 votes per share, while Class A stock only gets 1 vote per share.

If someone decided to launch a hostile takeover of Google, they'd have to convince Larry, Sergey, and Google's VCs and employees that Google should get acquired. Most other stockholders (those holding Class A stock that is publicly traded) don't really matter, because their stock gets far, far fewer votes. Even if you bought all the oustanding Class A stock there is, you'd still have a rather tiny share of voting power.


As far as I'm aware the board of any company is legally obliged to act in the interests of all shareholders. If an offer was big enough then each board member would probably have to defend their decision in court from angry shareholders if they refused, possibly against criminal as well as civil charges.

So in the event of say a $500 Billion offer, the whole board would have to resign if they didn't want to sell. Where it goes from there I don't know? Of course I don't see anyone offering that much in a hurry.


The board can decide to put the decision to the general assembly of stock holders and in that, the preferred shares will get more votes and stop the decision.

Shareholders will have no legal recurse to take, as they we're fully informed of this power balance before they bought the shares.


Imagine if the decision clearly disadvantaged one class of shareholders in favour of another. For example just taking all the assets of the company and distributing them to Class B shareholders, leaving the class A shares worthless. I do believe there would be legal recourse in this type of situation.


Do you have a reference for this? Because if this were the case, the point of such classification of shares would be somewhat moot.


Look up 'Board of Directors' on wiki or 'Fiduciary Duty'. I don't think it makes classifications of shares moot. It still matters as to who who has the say as to what the correct strategy (to benefit all shareholders) is.


Very interesting. Is that common practice to have this kind of differentiation between a company's stocks?

Second (newbie) question: say you have a public company with only one type of stock: 1 share 1 vote. You have 10 shares. I have none, but I plan to buy 11 (so that I end up with more than 50% of the total). What kind of restrictions there exists in order to prevent me from taking over your company?


Google's model was inspired by Berkshire Hathaway. I'm not entirely certain, but I don't think it's very common to have such a two-tiered insider/outsider voting system. It really dilutes the value of the "outsider" shares. (Especially if, as in Google's case, you promise to never, ever pay dividends. If you never get dividends, and you don't get to vote, then what are you paying for when you buy a share? A pyramid scheme? You hold some claim to Google's assets, but it's essentially unenforceable unless Google decides to buy back its shares or dissolve the company. Both are decisions that are taken based on voting power that you don't have.)

As for buying a company's stock: Who are you going to buy your 11 shares from? If I don't want to sell them, and no one else owns any, then where do they come from? The Company could issue more shares for you to buy, but it doesn't have to. And if I control the Company, I can tell it whether or not to issue more shares. When you buy shares on the stock market, you aren't buying them from the Company itself. You're buying them from someone else who owns shares and wants to sell them. If no one wants to sell, there are no shares to buy.


Berkshire Hathaway has two classes of stock, but for a different reason. BRK.A trades for 137000.00 and BRK.B trades for 4562.00. The smaller one was issued to make ownership accessible to individual invstors, so that an outside company would not provide that service.

The GOOG model is much closer to the NYT model, where the purpose of having two classes of stock is exclusively control. I'm glad that, for now, the New York Times and Google are in a position to not be evil.


I see. Let's pretend you control the Company and you convince the Company's board to issue 11 more shares, which I will subsequently buy. I'd have 11 shares; you'd have 10.

Is that enough for me to take over the Company? Once the stock exchange transaction is done, I can just dissolve the board in place and do as I want to?


Possibly, but it depends. Some companies have special restrictions or internal regulations regarding shares and control. For instance, some smaller companies (with only 21 shares issued) may have a policy that each shareholder gets only 1 vote, regardless of the number of shares owned. Others may have a system in place where those serving at the company have more voting power. If I set it up, I could issue you 20 of the 21 total available shares, but because I'm the CEO and chairman of the board, and because the articles of incorporation state that internal shares receive extra voting power, my shares provide me with 90% control of the company. Other companies might have internal controls to prevent a radical dissolving of the board or other establishments in the company. It all depends on the articles of incorporation.

As far as external regulations such as the SEC, I don't think there is too much in the way of what you can and can't do with purchasing stock. There is of course the concern for monopoly-like control of an industry, and then someone may step in, but I don't know enough about that to let you know exactly how that will work. In fact, I don't think anyone knows for sure, otherwise Microsoft wouldn't have to worry about their Yahoo! acquisition being shot down.


Nope, sorry. Multi-tierred share classes in this country goes back to Standard Oil. Overall you can find variations of this going all the way back the the East India Tea Company. Every modern business genius is just rehashing some crap somebody thought up long ago. Stop reading Fast Company.


The vast majority of public companies have anti-takeover provisions written into their corporate charters, such as classified boards and poison pills:

http://www.investopedia.com/terms/c/classifiedboard.asp

http://en.wikipedia.org/wiki/Poison_pill#Public_companies


There! That's the kind of info I was after, thanks.

Interesting trend for "staggered boards" (taken from Wikipedia): The Wall Street Journal reported in January of 2007 that 2006 marked a key switch in the trend toward declassification or annual votes on all directors: more than half (55%) of the S&P 500 companies have declassified boards, compared with 47% in 2005. (Jared A. Favole, "Big Firms Increasingly Declassify Boards", The Wall Street Journal, Jan. 10, 2007.)


Makes sense, while it might be a good anti-takeover measure it also makes it harder to get rid of people and ultimately it is not in the best interest of shareholders.


Chuck Norris




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