Subject: Re: Valuation
"Of course $164b is a lot of money, but the question is, is it a material consideration in the valuation of a company worth over $4 trillion. The same amount of value in investments in Berkshire is relatively more important for that company that is only worth $1 trillion."


fully agree. The growth prospects for GOOG are quite a bit higher than Berkshire. Too early too call but I am very comfortable with GOOG as my 2n largest position.