2026.06.01 21:29

CHARLIE MUNGER ONCE CALLED HIMSELF A HORSE'S ASS FOR MISSING GOOGLE Buffett backed him up. Geico was paying $10 a click for ads with zero marginal cost. They watched it working. Did nothing. Munger: "We just sat there sucking our thumbs." Today, Berkshire invested $10 billion in Google. Munger on making peace with the miss: "Maybe Apple was atonement." Today's $10B might be something else entirely.

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WOLF@WOLF_Financial

2026.06.01 20:51

JUST IN: BERKSHIRE HATHAWAY IS INVESTING $10B IN GOOGLE Google $GOOGL just announced an $80B equity raise to fund AI infrastructure. Berkshire has been quietly building this position since Q3 2025. Here's the full breakdown: • $30B: Underwritten public offerings (stock + mandatory convertible preferred) • $40B: At-the-market program, starting Q3 2026 • $10B: Berkshire Hathaway private placement Use of proceeds: AI compute and infrastructure build-out Q1 2026 backdrop: • Revenue: $110B (+22% YoY) • Google Cloud: +63% YoY, backlog $460B+ • 2026 capex plan: $180B-$190B Underwriters: Goldman Sachs, JPMorgan, Morgan Stanley

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