|
sc ks | Berkshire buying another 10B of Google is equivalent to 2.5% of their cash position. So what if they like it better than Amazon. They study companies harder anybody. Probably it's just a CYA position in case AI really is the savior that they probably don't think it is. They can't buy small Russell 2000 type company positions because they can't buy enough to move the needle because they're so big. They are the equivalent of a TOP 25 COUNTRY for gdp. Just my opinion....it's not a big deal. | |
|