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Stocks A to Z / Stocks G / Alphabet (GOOG)
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Author: longtimebrk   😊 😞
Number: of 387 
Subject: Re: Valuation
Date: 02/13/26 8:18 AM
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No. of Recommendations: 4
"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.
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