Warren Buffet likes Alphabet

u/FoxAccomplished6786 · Reddit — r/ValueInvesting · August 15, 2026 at 07:59 · ⬆ 24 pts · 💬 73 comments  | View on Reddit ↗
AI Summary

Summary

  • Post observes Berkshire Hathaway made Alphabet its third-largest position at 11.7%, surprising the author given concerns about search disruption.
  • Author questions whether Alphabet still has a durable moat and whether AI threatens its core search business.
  • This is more of a speculative discussion prompt than a full investment thesis; no valuation or entry analysis is provided.
Score 24
Comments 73
Upvote % 78%
Ideas
u/FoxAccomplished6786 Reddit r/ValueInvesting
Berkshire’s reported 11.7% Alphabet position signals major institutional conviction. This challenges the bearish AI-disruption narrative and suggests Alphabet’s moat is broader than just search. Worth monitoring as a potential long, but the post itself does not provide a clear entry or valuation trigger. AI-driven search displacement, regulatory pressure, or cloud capex/competition could invalidate the bullish case.
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This Reddit post, published August 15, 2026, features u/FoxAccomplished6786 discussing GOOGL. 1 trade idea extracted by AI with direction and confidence scoring.

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