qinbafrank
qinbafrank|Nov 15, 2025 00:18
Buffett's last punch card before retirement—checking Berkshire Hathaway's 13F filing reveals a $4.3 billion position in Google during Q3. This marks Buffett's first true entry into tech stocks. Even though he bought Apple in 2016, Buffett defined it as investing in a consumer electronics brand, categorizing it as a value stock. However, building a position in Google signifies a real shift from value stocks to tech growth stocks. This move was likely influenced by his investment deputy, Ted Weschler, who manages Berkshire's non-insurance investment business. Weschler has been a pioneer in Buffett's tech investments, contributing to decisions on BYD and Apple. Under Abel's leadership, Weschler will continue overseeing Berkshire Hathaway's investments in the tech sector. This is not only a bet on Google's future prospects but also Berkshire's wager in the AI space before Buffett's retirement.
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