4 Comments
User's avatar
Ezra Crangle's avatar

I agree with Buffett: never call them "clients" and a company's culture is everything!

Kingswell's avatar

Yes, those were two great quotes!

Robert Stilson's avatar

$goog was about $150 in April ‘25. Considering the greatly reduced free cash flow, Berkshire buying it @ $350 is the last straw for me. I plan to gradually wind down my Berkshire position.

Kingswell's avatar

Hi Robert - I saw in Adam Mead's weekly newsletter yesterday that he is skeptical of Alphabet's current valuation, too.