=== SUMMARY ===
- The post questions whether GOOGL is a good buy at ~$387, noting its high P/E (29.57) relative to MSFT and META.
- The author highlights Berkshire Hathaway's 200% increase in GOOGL holdings as a potential bullish signal but finds it inconsistent with traditional value investing.
- Quality assessment: Speculation / discussion prompt – no original data or deep analysis, just a request for clarification.
=== SENTIMENT ===
MIXED
=== TRADE IDEAS ===
No actionable trade ideas in this post.