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VRA Letter: Buffett Sends a Message; What Bubble? Corporate Earnings Continue to Soar. Liquidity Issues Affecting the Market. Generational Bull Market

Good Monday morning. After the close on Friday, the modern day father of value investing...Warren Buffett...dropped a bombshell SEC filing. Berkshire Hathaway, his $1 trillion empire, has scooped up 17.8 million shares of Alphabe ...

Posted On November 17, 20255 MIN Read
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Good Monday morning. After the close on Friday, the modern day father of value investing...Warren Buffett...dropped a bombshell SEC filing. Berkshire Hathaway, his $1 trillion empire, has scooped up 17.8 million shares of Alphabet (GOOGL), a fresh $4.3 billion stake. This isn’t a nibble from Buffett, it’s a full-throated vote of confidence in Big Tech’s staying power (just as the bears are screeching about an AI bubble).

At this stage of this generational bull market, this move from Buffett is as bullish as bullish can be. Let’s break it down like a Buffett shareholder letter;

Buffett does not chase hype; he’s the ultimate moat-digger, investing in businesses with what he sees as having unbreakable advantages. Advantages like Googles 90% market share of search/ad revenue, YouTube’s video empire plus a war chest of AI and data center commitments, with >$100 billion in CAPEX invested/announced to date. Buffett missed Google back in the day, famously regretting it after GEICO’s p...

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