OT: Stock and Investment Thread

[Rutgers Chris]

Breakdown of BRK's 13f:

3 Warren Buffett Stocks to Buy After Berkshire’s Latest 13F Update
Plus, the full list of stocks bought and sold last quarter.

https://www.morningstar.com/stocks/3-warren-buffett-stocks-buy-after-berkshires-latest-13f-update

Over/under on their first IBIT purchase is December of 2028

 

[T2Kplus20]

Over/under on their first IBIT purchase is December of 2028

Whenever Buffett is no longer involved! Greg Abel is a BTC maxi.

 

[Rutgers Chris]

Whenever Buffett is no longer involved! Greg Abel is a BTC maxi.

Exactly, the shift to appl and now Google are attributed to him I believe

 

[T2Kplus20]

Exactly, the shift to appl and now Google are attributed to him I believe

Buffett and CM were very tech-adverse. I understand why due to their ages. However, Abel knows tech runs the world now. The Google purchase was big. BTC is one small step after tech.

 

[Anon1751565407]

Buffett and CM were very tech-adverse. I understand why due to their ages. However, Abel knows tech runs the world now. The Google purchase was big. BTC is one small step after tech.

BTC or “Digital gold” isn’t unique or special tech any longer and it certainly isn’t gold unless China’s central bank suddenly becomes a buyer but Winnie the Pooh would never. BTC had its run and bought a lot of Lambos but even after falling recently it’s market cap is still around an absurd $2 trillion. In a rational world Palantir would be worth $2 trillion before BTC. RIP Michael Burry’s Scion.

 

[Anon1751565407]

Berkshire-Buffett is really bidding up Alphabet stock in the overnight…

 

[T2Kplus20]

Berkshire-Buffet is really bidding up Alphabet stock in the overnight…

It's a huge change for BRK to buy tech (remember, they view AAPL as a consumer company) so this is massive vote of confidence for GOOGL.