09660 Warrant Return Rate
Total AssetsTwo questions I haven't figured out in the past two months:
1. Why did BRK buy GOOG shares? It's hard to understand making this move at this price—it was probably Warren's deputy who made the call, but I still don't get the rationale behind such a large position in GOOG.
2. Oracle is such a solid legacy software company with a wide enough moat in its existing business—why does it have to chase the AI hype? My take is that management isn't disciplined enough, and these decisions are genuinely hurting shareholders.
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