" Long AI economy to the moon ... with a little kicker from shorting some legacy economy succession risk. Why not?"

Good morning, Tepper is very long amzn, it might be he is betting that all in goog is the wrong bet. Buffett made it clear that he, imitated, at this valuation the goog buy so in reality Gregs only meaningful move may have been to buy Taylor? Putting out the press release that brk is a buyer again was unnecessary and the timing was, curious, to be kind.

With Buffett leaving the table brkb is worth substantially more with respect to buyback valuation? Can anyone make the case that that is well reasoned?

Google has paid out about 23 billion in dividends since the div was started June of 24. It's not a huge number but I doubt Buffett is happy about the idea in view of the cap raise required.

Perhaps Buffett is attracted to that juicy yield? He does love receiving those dividends :)