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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Lear ✧  😊 😞
Number: of 22349 
Subject: Re: 13-F out
Date: 11/15/25 11:28 AM
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Wouldn't it make the most sense that BRK felt compelled, for one reason or another, to wait until the antitrust remedy decision was released?

BRK is in a particularly delicate situation with this sort of thing, given its standing in the political and financial press, etc., and if the order had required the dismantling of GOOG via the sale of Chrome or similar -- invariably sales that would have a political dimension -- being a significant shareholder would have brought BRK into the limelight. The dust settled and the purchases appear to have begun shortly thereafter.

There was also quite a bit of financial litigation risk pre-remedy order. I was a buyer but it was the kind of buying into the unknown that BRK does less of.

Alphabet is my largest position by a fair amount, including after substantial trimming post run-up (risk mitigation), so the seal of approval is good news in any case.
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This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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