GOOGL Up 34% Since Berkshire's Stake Disclosure — Buffett Says He Personally Led the Investment
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Warren Buffett told CNBC he was the one who initiated Berkshire Hathaway's investment into Google. GOOGL is now up 34% since Berkshire disclosed its $15.4B stake, trading at $371.81.
Key Facts
• Warren Buffett confirmed to CNBC that he was the one who personally initiated Berkshire Hathaway's investment into Google (Alphabet, GOOGL)
• GOOGL is up 34% since Berkshire disclosed its $15.4B stake
• GOOGL is currently trading at $371.81 (+34.6%)
• Source: Michael Burry Stock Tracker (@burrytrac), CNBC
Background
Buffett and Berkshire have traditionally favored "easy to understand" businesses with strong moats, and had previously been seen as relatively cautious on Big Tech/platform companies (Apple being the notable exception). Buffett personally confirming he led the Google investment suggests he views Google's business — including search, cloud, and AI (Gemini, etc.) — as attractive even from a value-investing lens.
Investment Implications
The 34% rally since Berkshire's stake disclosure likely reflects both a "Buffett premium" effect (validation from smart money) and genuine fundamental improvement (AI/cloud growth). Buffett personally leading the investment raises confidence in potential further buying or long-term holding by Berkshire. That said, given the stock has already priced in a significant rally, new entrants should weigh current valuation levels alongside the durability of upcoming earnings growth (cloud, search, AI-driven ad revenue).
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Disclaimer
This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.