Alphabet Inc.

Squawk Pod: Berkshire's New CEO Greg Abel — 03/05/26

“tech industry group whose members include Nvidia, Google and Anthropic voiced concern to the defense”

Squawk Pod: Berkshire's New CEO Greg Abel — 03/05/26

“may be that Google is the best version of it”

Afternoon Session - 2025 Meeting

“big tech companies, Apple, Alphabet, Microsoft, and Amazon. With all of those companies now announcing massive capital investment”

RARE Charlie Munger 2017 Daily Journal AFTER Interview

“I've got one at Google. He's a computer software engineer.”

RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis

“he said we failed you by not buying Google.”

RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis

“he reaches into his court pocket and he pulls out this printout, which has like Google focus, written on it”

RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis

“he said we failed you by not buying Google. And then as if that wasn't enough”

RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis

“he reaches into his court pocket and he pulls out this printout, which has like Google focus, written on it”

RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis

“he said we failed you by not buying Google”

Learning from Warren Buffett & Charlie Munger w/ Chris Davis

“changing narratives around Jeff Bezos or Bill Gates or Sam Walton and Walmart”

Morning Session - 2023 Meeting

“like Google did. But most of the time, companies need to choose between short-term profits and long-term defensibility.”

Buffett: More banks may fail but U.S. depositors will be OK | April 12, 2023

“Was it Eric Schmidt? No, it was it was Eric Schmidt. And it was, he was just, Eric was saying, you know, we don't know where this takes us”

Daily Journal Annual Meeting 2023 — Munger Q&A

“It's the Apples and the Googles and so forth came ahead, IBM just -- they kind of missed the boat.”

Daily Journal Annual Meeting 2022 — Munger Q&A

“I don't think Alibaba is as entrenched as something like Apple and Alphabet.”

Daily Journal Annual Meeting 2022 — Munger Q&A

“It makes sense to have something like Apple and Google as big as they are and serving as well as they're doing.”

Daily Journal Annual Meeting 2022 — Munger Q&A

“the great tech franchises of our day, specifically Microsoft, Apple and Alphabet...I would expect Microsoft and Apple and Alphabet to be strong fifty years from now”

Daily Journal Annual Meeting 2022 — Munger Q&A

“diversified portfolio of common stocks that updated a little by adding the new ones that came in like the Apples and the Alphabets”

Part 2 - 2021 Meeting

“Google and Microsoft and Facebook are terrific examples of that... Google's business is way better business.”

Part 1 - 2021 Meeting

“Berkshire Hathaway Energy and 12 other companies, including the apples of the world, Google, Walmart, committed to Paris”

Part 1 - 2021 Meeting

“that is why the Googles and the Apples, and we don't own Google, we don't own Microsoft, but they are incredible companies in terms of what they earn on capital.”

TIP346: Masterclass in Valuation w/ Chris Bloomstran

“his top holdings, including Constellation Software, Alphabet, and Meta”

Daily Journal Annual Meeting 2020 — Munger Q&A

“I can't tell you how the people like Microsoft and Google don't want our branch of the software business.”

2019 Annual Meeting Highlight Reel

“I don't mind not having caught Amazon early, but I feel like a horse has for not identifying Google better... how well that Google advertising was working, and we just sat there sucking our thumbs.”

Berkshire's Amazon buy isn't a shift away from "value" investing

“I feel like a horse has for not identifying Google better...we screwed up...we just sat there sucking our thumbs.”

Afternoon Session - 2019 Meeting

“dominant companies in the world are technology companies, and we have built powerful platforms such as Amazon, Google, Facebook, and Microsoft in America”

Morning Session - 2019 Meeting

“I feel like a horse's ass for not identifying Google better. I think Warren feels the same way. Yeah. We screwed up.”

Morning Session - 2019 Meeting

“we can see in our own operations how well that Google advertising was working”

Buffett: We need to help free trade's "roadkill" | March 28, 2019

“You should have bought Google slash alphabet a long time ago. Could this be one of those scenarios?”

Criticizing the cryptocurrency craze | May 7, 2018

“Another stock that you mentioned over the weekend saying you should have known it early on was Google, Alphabet, the parent company of Google”

"What Jeff Bezos has done is something close to a miracle"

“I turned to Google, but the trouble is I saw that Google was skipping past all of this, and then I wondered if anybody could skip past Google... I made the wrong decision on Google”

Afternoon Session - 2018 Meeting

“Amazon and Google have what you call a very durable competitive advantage. They really hardly have any competitor.”

Afternoon Session - 2018 Meeting

“Bill Gates told me early on, you know, that I think I was on all of this, and he suggested I turned to Google, but the trouble is I saw that Google was skipping past all of this”

Afternoon Session - 2018 Meeting

“I made the wrong decision on Google and Amazon, I just, really consider that a miracle that you could be doing Amazon web services”

Daily Journal Annual Meeting 2018 — Munger Q&A

“it's never going to be the kind of thing that Google gets into, or Microsoft, where the sky just rains gold”

Daily Journal Annual Meeting 2018 — Munger Q&A

“valuation of software companies like Apple, Facebook, Google, Amazon, Alibaba. Are they over-valued”

Daily Journal Annual Meeting 2018 — Munger Q&A

“I can see that artificial intelligence is working in the marketing arrangements of Facebook and Google, so I think it is working in some places very well.”

Buffett missed the boat on Google

“Google, I should have had some insight into because GEICO was a heavy user very early on. So here we saw value in something at that time.”

Buying Apple, selling IBM, missing Google | May 8, 2017

“companies like Google where you said you missed it. And maybe you could tell us a little bit about that for people. Well, I did miss it”

Buying Apple, selling IBM, missing Google | May 8, 2017

“When you say you missed it, that suggests that it's now at a valuation. You understand the company, but it's now an evaluation that doesn't make sense to you. Why don't you just buy it now?”

Buying Apple, selling IBM, missing Google | May 8, 2017

“I've worked with Google before, but I'm looking for information for the annual report. I used to have to mail away to federal agencies or go down to the public library, and now I can get it in 10 seco”

Buying Apple, selling IBM, missing Google | May 8, 2017

“When you get into a Google and Amazon, you're paying for the future more. But they may well have a better future”

Buying Apple, selling IBM, missing Google | May 8, 2017

“you take a Google, I mean, they may invest some money in fixed assets and all, but they actually need no equity capital.”

Buying Apple, selling IBM, missing Google | May 8, 2017

“And Alphabet, obviously, the parent company of Google... Those are the wonderful business. The businesses that grow and don't require money.”

Buying Apple, selling IBM, missing Google | May 8, 2017

“if Google had come along and the infrastructure required would have taken $100 billion, you know, that would be a different situation.”

"We underestimated the brilliance of Jeff Bezos"

“I meant Google. Well, we missed a lot of things.”

Apple is in, IBM is out

“what was our worst mistake in the tech field? I think we were smart enough to figure out Google. Those ads worked so much better”

Morning Session - 2017 Meeting

“what was our worst mistake in the tech field? I think we were smart enough to figure out Google. Those ads worked so much better”

Afternoon Session - 2017 Meeting

“I don't feel any regret about missing out on the achievement of the achievements of Amazon. But other things were easier... I meant Google.”

Morning Session - 2017 Meeting

“And in comes all these other people like Apple and Google and they're just on top of the world. I think the question is basically right”

Buffett on Trump vs. Clinton, Brexit, and Amazon's Bezos | May 2, 2016

“Google, Facebook, Apple, Microsoft are all moving ahead at a great speed in improving this artificial intelligence software.”

Morning Session - 2016 Meeting

“because our electricity is so much cheaper in Iowa, you have these massive server farms of people like Google.”

2016 Berkshire Hathaway Shareholder Letter

“while Eric Schmidt of Google argued otherwise. The stakes were $1,000 each.”

Fifty years of Buffett's Berkshire | March 2, 2015

“I think old tech now is Google. I mean, new tech, I don't even know what it is.”

Daily Journal Annual Meeting 2015 — Munger Q&A

“I'm not trying to outdo Page and Brin at Google, and I don't have any advice for young people who want to get rich.”

Daily Journal Annual Meeting 2015 — Munger Q&A

“I do think Google is a very remarkable company. If you put a gun to my head, said, "Charlie, you've got to buy a big technology company," I might choose Google.”

Afternoon Session - 2014 Meeting

“we serve as Google in Council Bluffs. They've got a site that was initially a relatively small data center.”

Daily Journal Annual Meeting 2014 — Munger Q&A

“My attitude in running the Daily Journal, with its technology thing, is that Google would be out of its mind not to buy it.”

Buffett sees "gradual improvement" in economy | May 6, 2013

“You got News Corp, Viacom, CBS, Time Warner, even Google or Facebook or something”

Buffett sees "gradual improvement" in economy | May 6, 2013

“Apple, Google, Microsoft, companies coming up like Amazon, Facebook, Samsung, to some degree, belongs in that mix”

Are Google and Apple "inevitable?"

“is Google inevitable? Is it reminiscent of the advertising agencies you owned in the 1970s”

Afternoon Session - 2012 Meeting

“is Google inevitable? Is it reminiscent of the advertising agencies you owned in the 1970s, i.e. a toll bridge on all digital spending?”

Afternoon Session - 2011 Meeting

“actually read that book in the Plex about Google, and I found it a very interesting book.”

Wesco 2011 Annual Meeting — Notes of Charlie Munger's Remarks (The Inoculated Investor)

“he does not know how you displace Google but a lot of the other companies will have competitive troubles.”

2007 Berkshire Hathaway Shareholder Letter

“It's far better to have an ever-increasing stream of earnings with virtually no major capital requirements. Ask Microsoft or Google.”

Afternoon Session - 2004 Meeting

“If you want to have some fun, go to Google and type in two words. Type in the word Indiana and type in the word pie.”

Morning Session - 2004 Meeting

“the two fellows at Google made the other day, where they essentially said that if numbers are lumpy or peculiar when they get to them, they're going to be lumpy or peculiar when they get to the public”

Afternoon Session - 2004 Meeting

“you could share with us your thoughts and reactions to the owner's manual the co-founders included in Google's S1 filed last week”

Afternoon Session - 2004 Meeting

“If you buy into Google, having read their owner's manual, you know, you will, I think you'll know the kind of people you're associating with”

Afternoon Session - 2004 Meeting

“I'm very pleased that the Google, the fellows at Google decided, and they say they, it was, I think they used the word inspired by the, by the Berkshire owner's manual”

Afternoon Session - 2004 Meeting

“What's interesting about Google is that those two guys who created that are two of the smartest young men in the whole country.”

Morning Session - 2004 Meeting

“about the two fellows at Google, and and all of the problems they're going to have because they're each going to get a few billion dollars”