Subject: Russo on BRK/Alphabet/Fed debt
“…Even after its recent jump, Alphabet continues to trade at a "below-market" price-to-earnings ratio, Russo said, hailing the company as a "remarkably solid and strong business."
Russo outlined what may have spurred Berkshire to bet on the search-and-advertising titan behind YouTube, Waymo, DeepMind, and Android…”
https://www.businessinsider.co...
Per AI, Russo’s firm has owned Alphabet since Q1 2014.