Subject: Re: Barrons, Bary guess what's HE buying,
My speculation is towards Google. Warren Buffett and Charlie Munger have expressed admiration for both the company's business model and durability (to some extent). Given the decline in Google's stock in the last quarter for little while, it seems plausible that they might be directing their investment there.

The technology sector seems to be an area they are keen on expanding their portfolio in, provided they grasp its intricacies. They have repeatedly praised the exceptional qualities of Google - I believe Charlie called it best business ever.