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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (72411)	2/24/2023 1:26:27 PM
From: Eric Bramble	Read Replies (1) of 78666

IMO, the growth in cloud infrastructure is involuntarily becoming a mandatory part of business/life. Computers for example, in particular laptops, are basically "dumb terminals" IMO. Smaller, faster, more storage BUT all your apps are stored on the cloud Oh wait, your microsoft word. You're gonna have to buy that yearly from the cloud :( Big tech is too strong Maybe Buffett has similar thoughts to yourself but thought, "these things are gonna need a hella-lot of energy in the future. I understand that " . IIRC Berkshire has some contracts with Google for energy supply. OT. When I started thinking about Berkshire's energy investments it became clear that Greg Abel would be the next successor. This was before Munger slipped up during the annual meeting

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