Talk about perfect entry timing. Berkshire Hathaway's stake in Alphabet has turned heads lately - not just for the bet itself, but for when they made the move. Whether this was calculated genius or fortunate circumstance remains up for debate.

The Oracle of Omaha's holding company caught what many are calling a sweet spot in Alphabet's valuation cycle. Tech stocks had been battered, sentiment was rocky, and Google's parent company was trading at levels that made value investors salivate. Fast forward to today, and that position looks remarkably well-timed.

What makes this interesting isn't just the gains. It's watching old-school value investing principles collide with new-age tech giants. Buffett's team traditionally avoided tech like the plague - remember his "I don't understand it" stance? Yet here we are.

The market's been rewarding this patience lately. Alphabet's recovered nicely from its lows, and Berkshire's sitting pretty on paper profits. Was it a deliberate contrarian play during tech weakness? Or did they just happen to deploy capital when prices made sense?

Either way, the timing worked out. And in markets, sometimes being right about when matters just as much as being right about what.