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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: tecmo ⎊☼  😊 😞
Number: of 22989 
Subject: Re: Google: Aggressive Buy
Date: 11/02/26 5:10 PM
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There’s a huge matter being overlooked in Google. I believe its a crown jewel: YouTube is now arguably more valuable than ALL US legacy media COMBINED.

And yet... YouTube was one of the slowest growing parts of the Google business last quarter. It posted revenue of $11.21B last quarter, for a 9.2% growth rate. (Note: This is just ad-revenue; not subscription; which is buried in another line item).

Assuming they generated $5B in subscription revenue; you get a run-rate of $64B. I am not sure I would put a 10x multipler on that; so $600B seems like a stretch in terms of valuation... maybe $350B?

Note: Lots of discussion on the Alphabet board; come and chime in!

tecmo
...

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This community has written 22,499 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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