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Deltamudd
Posted 6/5/2026 16:08 (#11666272 - in reply to #11666268)
Subject: RE: Stock market monday


Yea but Berkshire is fomo-ing into the literal top. Googles already one of their top 5 holdings.



This is the first real investment that traders will follow of Abel’s. He’s gotta set the tone or risking losing any goodwill he may have inherited from buffet


And again fomo-ing in at the top, I mean it goes against everything buffet preaches. He doesn’t like investing in new technologies or things he doesn’t quite understand. The P/E ratio is already high. There hasn’t been a major dip on it.

But surely Abel knows all this and more.

And he’s FOMO-ing into the top Anyway????

Last time Berkshire fomo-ed like this, they were buying apple


Meanwhile they dumped 100% of their Amazon?
I mean I can see how Amazon is heavy into capex and it could take some time for the real profits to start flowing in , but dumping it completely?


Dumping Amazon just makes the Google purchases even more of an anomaly.





Edited by Deltamudd 6/5/2026 16:12
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