No. of Recommendations: 2
The largest and third largest positions in BRK’s equity portfolio now are Mag 7 stocks. Quite a departure from a company that shunned “tech” stocks because the future most and earnings were hard to predict.
So what’s next? Maybe buy MSFT or NVDA. MSFT down about 20% from its high. MSFT, NVDA and GOOG are all trading around 25-27 forward PE. NVDA has the lowest valuation of the three with the highest growth rate.
So any of other fat enough pitches for Abel to swing at.
And there are more coming soon : Space X, Open AI, Anthropic. They all have trillion dollar plus market caps, but no earnings.
