Novo Nordisk is mentioned as another stock that has been beaten down recently, where the risk-reward ratio looks better from the creator's perspective.
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32 Top Investors Dump Alphabet. Berkshire Buys More.
Aug 24, 2026
In Q2, 32 investors sold Alphabet (GOOGL/GOOG) shares while Berkshire Hathaway significantly increased its holdings. Other notable investors like Daniel Lobe, Seth Klarman, and Chris Horn also increased their positions, contrasting with Bill Aman's complete sell-off. The creator notes that despite a 132% stock price increase since April 2025, these value investors are buying, suggesting a strong signal, though they will later evaluate the stock's valuation using a proprietary tool.
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Bill Aman completely sold his Alphabet position to move into Netflix, which the creator previously covered in a separate video.
Berkshire Hathaway also significantly increased its holdings in Alphabet Class C shares, adding to the overall bullish sentiment from major investors despite broader selling.
Despite significant selling from 32 investors, Berkshire Hathaway and other value investors like Daniel Lobe, Seth Klarman, and Chris Horn increased their positions in Alphabet Class A shares, signaling strong conviction.
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