Barron's i'w Chris Davis

Berkshire and Coke board member. Long, insightful interview. Notes several times the compelling value of Alphabet, and some others.

https://www.barrons.com/advisor/articles/podcast-chris-davis…

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Chris mentions Chinese tech stocks including BABA.

Hmmm…

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wouldn’t be surprised to see Alphabet appear in BRK portfolio next quarter or year depending on size of position acquired… Management has lamented previous lack of purchases as a missed opportunity… that being said…at this juncture, it will be prospective return opportunities that determine purchases…

my only problem with google is, I frequently heard from my friends who go work there, refer google as the #1 retirement tech company in Silicon Valley. Good pays, interesting projects, perhaps not much turnover. In the past, the #1 was oracle.

They just have so many people at google.