The Super Investors Are Buying BIG.

Warren Buffett significantly increases his investment in Google, raising his stake by 45% in the A shares and boosting the C shares to 3.2% of Berkshire Hathaway's portfolio. This move comes as Google's earnings soar to $244 billion over the past year, leading to a decrease in its price-to-earnings ratio to about 17. Despite substantial capital expenditures in artificial intelligence and infrastructure, Google maintains a strong financial position with $242 billion in cash against $100 billion in debt.

Bill Ackman also makes headlines by opening new positions in Netflix, Visa, MasterCard, and S&P Global, each constituting about 5% of his portfolio. This strategy appears to reflect a shift towards high-margin businesses, with MasterCard estimated to be 47% undervalued according to discounted cash flow analysis. Meanwhile, Monish Pabrai initiates a small position in Caspi, a Kazakhstani company that has transitioned from a failing bank to a profitable tech platform, indicating potential for future growth.

Seth Klarman increases his stake in Amazon by 20%, making it the largest holding in his portfolio, while Bill Ackman reduces his Amazon position by 25%. This divergence highlights differing perspectives on Amazon's substantial capital expenditures and the growth of its AWS division. Lastly, Li Lu doubles his investment in Pinduoduo, a Chinese e-commerce platform, which boasts zero debt and a significant cash reserve, suggesting a value opportunity despite regulatory risks.

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