No. of Recommendations: 4
I have added to it in chunks all through - most recently earlier this year when it fell below $150. I once again find myself in the familiar position of having too much exposure to a single company so I doubt I will add meaningfully to the existing position soon. The price has almost doubled since April and it is still not obviously extravagantly valued compared to some of the alternatives in the market.
Yeah, I added to my position in April at $152 when it felt like peak "OpenAI is going to destroy Google". My plan was to sell that chunk if it reached $298 and rotate the money into Berkshire.
But now I'm not so sure. Confirmation bias?
Either way, I've had a Google position for 14 years, so I'm happy Warren is onboard.
