Jun. 2 at 2:31 AM
Quick math suggests
$BRK.X’s stake in
$GOOG could now be worth around
$32B.
Even with a small discount on new shares, the entry still sits near recent highs.
That would likely make
$GOOG Berkshire’s third-largest holding behind
$AAPL and
$AXP.
The bigger story may be capital deployment.
$BRK.X appears to have put roughly
$17B to work in just a few days. Given the size of the insurance operation,
$100B+ in cash/T-Bills still feels like a floor — but there’s still massive excess liquidity.
The real question now:
Will Abel run Berkshire more aggressively going forward?
