Subject: Re: CDS and hyperscaler lending
"And yet Berkshire tripled their GOOGL (+GOOG) position in Q1. Apparently they weren't concerned about their "tanking" free cash flow yield. What do they know that we don't?

How to invest with a long time frame?"

And more specifically, maybe they think there will be a decent return on the massive amount of capital being deployed, which in turn is causing cash flow yield to "tank" in the short term?