Interestingly enough, Brad Gerstner was on a podcast recently where he discussed having dinner with Ted Weschler. They got talking about Uber and some other tech companies. Gerstner claims that Berkshire looks quite closely at Uber, apparently Weschler said “we like verbs in Omaha.” Google definitely fits that profile…
I think that many of us would like another swing at Google. I swung on a small position years ago and then sold out when it got “fully valued”, far below today’s quote.
I like the idea of trading out of Apple into Alphabet.
Interestingly enough, Brad Gerstner was on a podcast recently where he discussed having dinner with Ted Weschler. They got talking about Uber and some other tech companies. Gerstner claims that Berkshire looks quite closely at Uber, apparently Weschler said “we like verbs in Omaha.” Google definitely fits that profile…
One of my favorite Weschler quotes!
I think that many of us would like another swing at Google. I swung on a small position years ago and then sold out when it got “fully valued”, far below today’s quote.
I like the idea of trading out of Apple into Alphabet.
I don’t think I’ve been this intrigued with a new stock purchase since TSMC. Hopefully this one hangs around a little longer. 😂
Very well-crafted article!
Thanks! Much appreciated :)
I think this was Todd Combs. I mean, the guy understands tech companies pretty well.
But does it matter who pulled the trigger?
Definitely possible. I think a case could be made for any of them to be the buyer.
Feel like it’s way too small of a position to be a Buffett buy. But agree it would be cool!
So are Apple, Alphabet and Verisign the only tech companies in Berkshire's portfolio?
Amazon, too.
Time to move capital from Stocks to Crypto for the final blow off move
Hi Tyler — Very interesting. Thanks for sharing that info! I was not aware of Olson’s past involvement with Alphabet.