Alphabet: Strong Fundamentals Support Today's Valuation
Berkshire Hathaway significantly increased its position in Alphabet (GOOGL) over the last quarter, reflecting a strong value proposition. The report notes that GOOGL's cloud services show high demand and revenue growth, and that fundamentals remain strong — including 60% gross margins and double-digit returns on investment — despite increased capital expenditures.
Why it matters — A GOOGL watcher would care because increased Berkshire Hathaway investment paired with strong cloud demand and solid margins signals continued confidence in Alphabet's fundamentals.