$Alphabet(GOOGL)$ $Apple(AAPL)

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glowzi
08-21 15:39

$Alphabet(GOOGL)$ $Apple(AAPL)$ $Berkshire Hathaway(BRK.B)$ Buffett was late to Apple too. Even after the iPhone changed the world, he waited years before buying. What mattered wasn't the technology — it was the economics. Once the numbers confirmed durable cash flow and high returns on capital, he moved. Apple became Berkshire's largest holding.

Now the same pattern is showing up with Google. Berkshire's insurer GEICO was paying Google $10-11 per ad click back in the 2000s. Buffett knew the economics of the business for almost 20 years. He still didn't buy the stock — and later called it a mistake.

Berkshire finally started buying Alphabet in 2025. Q2 2026: the stake jumped 83% in a single quarter. From the #7 holding to #3, behind only Apple and Amex.

He didn't predict Apple's next decade. He waited for the numbers to confirm the business. Same question now with Alphabet: can it do what Apple did?

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