Warren Buffett's Successor, Greg Abel, Has Nearly $110 Billion Invested in These 2 Tech Stocks

Impact · against what's priced in

The news is largely non-catalytic as Berkshire Hathaway's portfolio adjustments are already reflected in the current valuations of Alphabet and Apple. While Berkshire's continued conviction is positive, the market is already paying for the baseline growth and stability these holdings represent.

GOOGL+0.10

Already priced in

The price assumes

Search advertising revenue growing near the current 13.4% pace