Will Alphabet Break Warren Buffett's Cardinal Rule of Investing?

The most notable change in Berkshire Hathaway's (NYSE: BRKA)(NYSE: BRKB) massive, roughly $360 billion stock portfolio this year has been the conglomerate's large increase in Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG).While Berkshire initiated the position last year under Warren Buffett's leadership, the company has significantly increased its stake in Alphabet under new CEO Greg Abel. Between the end of 2025 and the end of the second quarter of this year, the value of Berkshire's Alphabet position soared from about $5.6 billion to nearly $37.8 billion, making Alphabet one of Berkshire's largest positions.Perhaps even more interesting is that as Berkshire was buying, Alphabet's returns have declined. Will Alphabet break Warren Buffett's cardinal rule of investing?Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool