PodcastDeep ValuesOctober 25, 2026
Buffett's $28B Google Bet: Not Even a Top-5 Favorite
Buffett's $28B Alphabet bet reflects a $400B cash-deployment problem beating Treasury yields, not conviction in Google as a favorite business.
- $28B stake, 45% boost: Berkshire's 13F showed a 45% increase in its Alphabet position, worth roughly $28-30B and now its fourth-largest holding.
- Buffett's odd admission: In a Becky Quick interview, Buffett said Google isn't even among Berkshire's top four or five favorite businesses owned.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
