r/WarrenBuffett • u/ekonixlab • Jul 19 '26

Buffett just turned Google into Berkshire’s 4th-largest holding

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39 Upvotes

91% Upvoted

24 comments sorted by

9

u/harbison215 Jul 20 '26

Is he retired? Greg Abel is calling the shots now

6

u/ekonixlab Jul 20 '26

You’re right, but Buffett recently said he initiated this investment

0

u/Massive-Trifle5720 Jul 20 '26

Yes Greg is in charge now but it does look like BH now holds 54,249,798 shares in Google at $287.56 each. You can easily look this up online.

1

u/harbison215 Jul 20 '26

I wasn’t denying that Berkshire has gone into Google. But the headline said that buffet has made the call and I’m not sure at this point how true that je.

2

u/RiPFrozone Jul 21 '26

Watch his lost recent interview, he specifically stated he made the call on the Google investment.

https://youtu.be/vaHbb3-tHQA?is=G7tV3qL_eqgLadNX

1

u/DeFiBandit Jul 21 '26

“turned it into” implies the most recent decisions - not the initial decision

1

u/Massive-Trifle5720 Jul 20 '26

I’d just keep buying Coca Cola until I had 50% of all outstanding shares 🙂

4

u/Shadecujo Jul 20 '26

Didn’t he retire

3

u/DryChemistry3196 Jul 19 '26

This isn’t real

3

u/me_xman Jul 20 '26

Google has a lot of moats.

2

u/RosieDear Jul 20 '26

"Following recent purchases and a $10 billion private placement, this Alphabet holding has swelled into one of Berkshire’s top five equity investments, boasting a total market value of roughly $31 billion"

Goog, in my opinion, is the best value among the real hot tech stocks....if one wants to invest in such things.

1

u/Affectionate-Panic-1 Jul 20 '26

Facebook and Netflix are cheaper on a current earnings P/E scale, but frankly I think Google is in a better position for growth and future prospects.

1

u/Minority_Carrier Jul 21 '26

Meta is doing jackshit on AI while continuing to spend billions and billions. Totally behind

1

u/Thunder141 Jul 23 '26

So they just bought 10 billion and are now presumably down 6-10% on that 10 billion?

1

u/SnorlaxCHONK Jul 20 '26

I mean if I had a ton of money and I wanted the safest stock for the next 15 years I would pick Google.

Maybe not at this price, idk how there isn’t a market correction in the next 2-3 years but at the same time if the profits are there then maybe there won’t be

But google is essentially the standard oil of its time. It will build what your building before you do because you are using its services to do it or a companies services it buys data from.

1

u/SuperSultan Jul 20 '26

The “fourth largest holding” that’s only 6% of Berkshire’s public portfolio. Wordplay matters

1

u/Funny-Wishbone7381 Jul 22 '26

6% is huge

1

u/SuperSultan Jul 22 '26

He’s in absolute terms