Source Post

Warren Buffett regrets missing Google nine years ago but his firm just increased its position in Alphabet b...

Aug 19, 2026

The creator discusses Warren Buffett's recent 83% increase in Berkshire Hathaway's position in Alphabet (Google), arguing that the recent market sell-off provides an opportunity for investors to buy the stock at a better valuation than Buffett himself.

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Tickers discussed in this post

AMZNNeutralLow ConvictionResearch Only

Amazon is mentioned as a benchmark for comparing Google's cash-to-debt ratio.

AAPLNeutralLow ConvictionResearch Only

Apple is mentioned as a benchmark for comparing Google's cash-to-debt ratio.

GOOGLBullishHigh ConvictionSignal-backedPrimary

The creator recommends buying Alphabet, noting that recent AI-driven sell-offs have created an attractive entry point compared to Buffett's recent purchase.

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Tracked calls opened from this post

GOOGL
buy opened Aug 19, 2026
-1.05%