Episode Details
Back to Episodes
Companies To Watch: Buffett’s big Google bet and inside Alphabet’s first US$100 billion quarter
Published 10 months ago
Description
Warren Buffett has famously avoided high-growth tech, at least until now.
With Berkshire Hathaway taking a major stake in Alphabet, Dan Koh and Ryan Huang explore why the world’s most famous value investor finally sees Google as a long-term compounder, and how its latest Q3 results reveal a company transforming into an AI-cloud powerhouse.
See omnystudio.com/listener for privacy information.