A Port in a Storm

Q1 2025 was a rough one for the stock market in general. A notable exception is a stock many of us own, Berkshire Hathaway, which is up over 17% YTD. I don’t worry about the market too much, but it has been nice having a solid performer in times like these. I’m pretty sure there will be some rougher times ahead.

In related news, GOOG is down a lot, and currently has a P/E of less than 20, which is cheap for GOOG. On the other hand, AI is killing search so there’s that.

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