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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: ppant ✸  😊 😞
Number: of 15061 
Subject: Re: Brk and valuation, another opinion,
Date: 01/13/2023 6:51 AM
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No. of Recommendations: 5

I remember back on the other board, you were at a time trimming to get to a 35% allocation and I believe putting some cash into GOOGL. How do you feel now about GOOGL?


My Berkshire position is now up over 40%, mainly due to it being the best performer in my portfolio last year although I did buy a chunk at $269 in the summer.

I still feel good about Alphabet and its competitive prospects so have not changed either my position ( about 13%) or thesis.
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