No. of Recommendations: 5
"It is a bit startling from that point of view. There have been many good entry points over the years, and the quality of the business has been evident throughout, so why buy in 2025-2026?"This was discussed previously. One likely reason the GOOGL purchases didn't start until Q3 2025 was that Ron Olson (Munger, Tolles & Olson & former BRK board member who retired on May 2025). Olson had also been on Google/Alphabet's board (retired 2024). Olson was also a personal attorney to Sergey Brin and Larry Page.
Buffett probably felt, and rightly so, that honesty and integrity was worth more than the enormous opportunity cost of not investing in GOOGL earlier, which in turn would have carried more than a whiff of impropriety.
BreckHutHigh replies on Google
