Its their first pure tech play, surely deserves a mention of this major shift of their attitude towards 1. unprofitable 2.tech stocks? Surely their investors are anxious to know where they stand on it
SNOW is unique in their portfolio because it is the only investment in tech. What comes to mind is:
-how and who made the investment decision (does Buffett knows how valuable Snowflake is for tech?);
- will they start investing in later-stage pre-ipo companies (Stone Payments is a Brazilian fintech that is akin to Snowflake in the timing and size of committment)?
[0] https://www.cnbc.com/2018/05/04/warren-buffett-says-berkshir...
In addition to the 1.72B in Snowflake, I see 1.74B in Amazon and another 117.7B in Apple.
https://www.sec.gov/Archives/edgar/data/1067983/000095012321...