GOOGL just announced 80bn equity capital expansion

I_HopeThat_WasFart · 2026-06-01T21:37:58+00:00

=== SUMMARY === - The post criticizes GOOGL’s $80bn equity capital expansion and Berkshire Hathaway’s $10bn investment at a 5% discount, arguing it dilutes existing shareholders. - The author’s thesis is that this move sets a negative precedent for the Mag7, effectively replacing buybacks and debt issuance with shareholder dilution. - Quality assessment: This is noise/emotional reaction, not well-researched DD. The author offers no data, valuation analysis, or specific trading rationale. === SENTIMENT === BEARISH === TRADE IDEAS === No actionable trade ideas in this post.

u/I_HopeThat_WasFart · Reddit — r/ValueInvesting · June 01, 2026 at 21:37 · ⬆ 45 pts · 💬 47 comments | View on Reddit ↗

AI Summary

Summary

The post criticizes GOOGL’s $80bn equity capital expansion and Berkshire Hathaway’s $10bn investment at a 5% discount, arguing it dilutes existing shareholders.
The author’s thesis is that this move sets a negative precedent for the Mag7, effectively replacing buybacks and debt issuance with shareholder dilution.
Quality assessment: This is noise/emotional reaction, not well-researched DD. The author offers no data, valuation analysis, or specific trading rationale.

Score 45

Comments 47

Upvote % 85%

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