Buffett's $28B Google Bet: Not Even a Top-5 Favorite

Warren Buffett spent decades avoiding complex tech, so why does Berkshire now hold a $28B Alphabet stake that he says isn't even among his favorite businesses? We look at the $400B cash pile, the 4% Treasury hurdle, Google's ROIC, its $150B net cash and its moat to see the logic, and the risks.

Chapters

(0:00) The $28B Anomaly

(1:42) The Catalyst: A Massive Allocation

(3:42) The Old vs New Question

(5:37) The ROIC Compounding Engine

(9:27) The $150B Shock Absorber

(11:36) The CapEx Weaponization Matrix

(12:20) The Toll Bridge Moat

(13:19) The Time Arbitrage Advantage

(15:49) The $150B Shock Absorber

(17:33) The Catalyst: A Massive Allocation

(18:17) Risks, Sizing and Reality Check

(19:16) The Intelligent Investor's Toolkit

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Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.

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Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.

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