Post #20335 by iluvbabyb on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

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At the same time Berkshire was buying Alphabet, Bill Ackman was selling it.

Ackman said, "To be clear, our sale of Google was not a bet against the company. We are very bullish long term on Alphabet. But at current valuations and in light of our finite capital base, we used [it] as a source of funds for Microsoft."

As a long-time shareholder in both Microsoft and Alphabet, I agree Microsoft appears to be the better value currently.

Wonder if someone without a finite capital base and billions to deploy might also consider Microsoft? 😉

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