" If the soon to be released 13F reports large Alphabet purchases in Q2, which will necessarily have been at average prices above the current price of $288, that might conceivably prompt a rally in Alphabet stock. Alphabet is gigantic, but it's surprising how many people pay attention to moves attributed to Mr Buffett.

Of course the price at $288 is still seemingly quite rich compared to what has been typical in the last decade (at ~8.5 times trailing sales versus a typical number closer to 7), so it's not like a buyer today would be bottom fishing. At least 8.5 is better than 11-12 in the spring, or the 10+ that Berkshire paid in Q2."

Good morning Jim, this helps to add clarity to my confusion.

With Googl down 35 brkb is up 1 % because brkb will be blessed with an opportunity to average down in googl 20 % lower.

Thank you, ::)),

ucmtsu, no way.