How New Money’s view on $GOOGL changed

Channel profile →This channel has 3 credited speakers: Li Lu, Michael Bury (for the exit signal), Pershing Square2 entries

2026-09-06

“The SaaSpocalypse Isn't What Investors Think.”

GOOGL faces short-term downside risk to ~$150 from potential data center write-offs, despite a positive long-term outlook relative to bonds.

He released his 13F model, and he added another 45% to his Google stake. So, he's filling his portfolio with Class A Google shares. It's now the fourth largest investment in his portfolio.

That's a lot of pressure, really, and I think Greg is trying to invest money somewhere he's very confident is in a good position. And why not Google? They've done an amazing job.

Watch the source21:13

2026-08-25Bullish

“The Super Investors Are Buying BIG.”

GOOGL is undervalued and a good buy; earnings growth compressed the PE to ~17, DCF shows 22% undervaluation, and a strong balance sheet supports AI spending.

Berkshire Hathaway, they are buying, Warren Buffett specifically is buying, even more Google. Yes, Buffett just added another 45% to his position in the A shares, and he's bumped the C shares up to a 3.2% position in the Berkshire portfolio as well.

So, this is now his fourth largest holding, and the crazy thing is Google has arguably gotten even better value over the past 3 months as well. Back when we covered the first quarter filing, Google was trading around a PE of 30, and Simply Wall Street had it sitting at 20% overvalued from their discounted cash flow.

Watch the source00:50