A lot of people wonder why Berkshire buys $GOOG and not $MSFT ...
Berkshire doesn't buy the best company. It buys the biggest gap between price and value.
$MSFT has better cloud growth, better AI monetization, and a cleaner story. And it trades at ~30x forward. $GOOG has search, TPU, YouTube, Waymo. And it trades at ~19x.…
