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Greg Abel Triples Berkshire Alphabet Stake After Dumping Amazon

On June 21, 2026, fresh analysis spotlighted Berkshire Hathaway CEO Greg Abel’s first-quarter moves, which included tripling the firm’s Alphabet position while exiting Amazon entirely. The shift frames Alphabet as the stronger value play, with 22% sales growth outpacing Amazon’s 17%, a 36% operating margin versus 13.4%, and a lower 27.6 P/E ratio compared with 28.4. Although Amazon retains a larger $743 billion revenue base, the report underscores Alphabet’s search dominance and faster cloud expansion as decisive advantages for value-conscious investors favoring GOOG over AMZN.

Category

Alphabet

Sentiment

Bullish

Event

Institutional outlook

Reading time

1 min