Subject: Re: BRK buys $10B more GOOG(L)
Alternatively, cash as a percentage of the business is almost double what it was since that first AAPL purchase. I'd rather GOOG than cash and I think that's an important consideration at this moment. Almost 20 billion deployed in two days and they're still closer to 400 billion than 300.

If the goal is to increase BRK' share of irreplaceable tech going forward (I hope it is), you can do a lot worse than GOOG.