Tigerong
11-23

Alphabet’s P/E is lower now than it was in 2017. But it was even cheaper in 2022, when U.S. tech stocks tanked. Back then, it traded at just 17x earnings—lower than today. And Buffett didn’t bite.

So again, I don’t think this was him. The investment managers are ramping up their influence as Buffett steps back.

My fair price estimate for Alphabet was $163 to $209. So Berkshire’s entry was sensible. But at $276 today? Definitely not.

There were plenty of chances to buy Alphabet earlier this year when it spent considerable time below $200—and even dropped as low as $146.75.this might explain why Berkshire’s been selling for so long—it could be part of the succession plan. Freeing up capital for the investment managers to deploy.

Finally So my guess? This Alphabet buy came from one of them. Not Buffett. what u think of ? 

Alphabet $3 Trln! Mag 7 Poll: Rank Your Mag 7 Lineup!
Alphabet just hit a historic milestone — its market cap topped $3 trillion for the first time, becoming the 4th company after NVIDIA, Microsoft, and Apple to cross that line. 🚀 Shares spiked 4.7% intraday to $252.7, boosted by excitement around the Gemini app, which just claimed the top spot on the App Store. YTD, the stock is already up over 30%. We want to know your personal Mag 7 lineup. If you had to rank them from 1–7 (favorite → least favorite), how would your list look?
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