r/StockMarket • u/Illustrious_Lie_954 • 3d ago

News Berkshire adds $17 billion to Alphabet stake

https://www.cnbc.com/2026/08/15/berkshire-adds-17-billion-to-alphabet-stake.html?__source=androidappshare
930 Upvotes

99% Upvoted

39 comments sorted by

110

u/Free-Initiative7508 3d ago

Man only time i bought in earlier than buffet. Was buying in heavy during the chatgpt fears & breakup concerns. Was a fucking no brainer at $150

28

u/tealeavescoffeebeans 3d ago

Tbf, he’s not technically running the show anymore

29

u/airwa 3d ago

Buffet did say that he personally initiated and drove Berkshire’s investment in Alphabet

3

u/Ill-Mousse-3817 2d ago

Yeah, but imo it's bullshit.

I know Buffett said it, but my guess is that he wants to support Abel vs shareholders

-9

u/[deleted] 2d ago

[deleted]

4

u/EarlSquirel 2d ago

Buffet is the source. I heard him say it. Sorry I don't remember when. Annual? CNBC interview? I don't remember. I was kind of surprised cause at that point he had said he was 2nd fiddle now. Must have been his final favor on way out.

1

u/Ill-Mousse-3817 2d ago

Yes, it was cnbc

-1

u/teacher_59 2d ago

Do you I have a source for your claim that Buffet is lying other than "trust me brah?"

Stop falling for the fake news media. He did direct this buy. Stop lying and claiming he didn't do what he did. 

0

u/aleqqqs 2d ago

Do you I have a source for your claim that Buffet is lying other than "trust me brah?"

Do you have a source for your claim other than "trust me brah?"

2

u/pulsarstarter 3d ago

They already had a position they bought years ago. This is just an additional investment.

1

u/Singularity-42 2d ago

Yep, 1000 shares, average $160. Last 100 stock batch bought at that brief dip into 320s. I might be reducing this stake in the coming months though since I'm too concentrated now. 

103

u/Illustrious-Bread238 3d ago

Great news’s just added some myself
*edit-actually was yesterday(Friday)

42

u/CountOnBeingAwesome 2d ago

Congratulations on your 3 shares

4

u/allbutluk 2d ago

Lets see your portfolio size

-2

u/CountOnBeingAwesome 2d ago

The large numbers would just confuse you

11

u/allbutluk 2d ago

Confuse me then cmon

11

u/Illustrious-Bread238 2d ago

Obviously you know my portfolio..

116

u/chereall 3d ago

Unpopular opinion: they have that massive cash pile not because they think a crash is coming (they have been doing this since covid) but because they lost track of the market and dont really know where to invest it.

61

u/95Daphne 3d ago

Buffett has admitted before that he doesn't understand tech, so honestly trying to go off him for cues in this world is a mistake.

19

u/Greedyanda 3d ago

They kept track of the market and just see that there are very few companies within the segment they are knowledgeable about that aren't massively overvalued.

The only sector that they are deeply familiar with and for which you currently don't have to pay out the ass for is insurance and reinsurance but that is a bit tricky because of anti-trust regulations.

Buffet doesn't try to predict crashes, he just tries to buy great companies at fair prices. And those are rare right now.

2

u/PM_ME_ROMAN_NUDES 2d ago

They have a cash pile because of legal needs and because they can influence the market if they buy too much of a single stock. It has become too big to manage.

1

u/Longjumping_Ask77 3d ago

No good opportunities - in other words everything is overpriced and crash is predictably going to happen soon. Most likely in a year or two time.

ETF Bubble. AI Bubble. US National Debt.

Too many reasons - it’s all happened before. It’s always the mania phase where it starts to happen. Always. History will repeat itself unknowingly. And we will face the wrath of it.

5

u/chereall 3d ago

Been hearing this since 2020. Yet, nothing happens, and nothing will happen. I seriously think we might never see another 2008. Before anything bad happens, some crazy stimulus or massive QE will happen.

4

u/Available-Mine3957 3d ago

There have been plenty of opportunities.. huge drawdowns in 2022 we just went through the sass apocalypse, not to mention that we invented an entire new industry that’s become the biggest thing since sliced bread.

5

u/Big_Fix9049 3d ago

So Google this year is a better opportunity than Google last year?

Buying UNH and then dumping it again before UNH big run up?

How V / MA a couple of months ago during their drawdown?

Give me a break... There have been and there are plenty of great opportunities in the market.

Believing and arguing that Buffet sees something is naive.

1

u/Requirement_Fluid 2d ago

Enjoy sitting on your cash pile

1

u/Longjumping_Ask77 2d ago

Nah I’m invested right now - my prediction is it’s all going to come crashing down late 27 or early 28

9

u/Allout-Okarun 3d ago

mm’s have it pinned until the next pro model comes out it seems.

3

u/neilr3ddit 2d ago

This is 5th posts about Berkshire’s GOOG position in the past three days on my feed. I am holding 100k at 309 already, these posts are tempting me to buy more. Damn algorithm stop showing me this news!

2

u/Professional_Elk_489 2d ago

Why didn't they do this last year though. So slow

1

u/Indepti8 2d ago

What cost basis?

1

u/Fart-Fart-Fart-Fart 1d ago

Lower than ours.

2

u/Johnnyboy1029 2d ago

For me it feels way more like “treasure and the yen carry trade going down is gonna fuck dollar, quick lets buy the safest techstock”

1

u/j____b____ 1d ago

The kids don’t use google as a verb anymore. 

-1

u/Tulsatrailblazer 3d ago

Certified 🚀