Buffett’s Japan Bet: Finding Value Beyond US Borders
🌏 Warren Buffett invested in five major Japanese trading houses (Mitsubishi, Mitsui, Itochu, Marubeni, Sumitomo) in 2020, looking beyond the popular US market.
💰 These companies were identified as undervalued, trading at discounts to book value and offering attractive dividends, presenting a compelling investment case ignored by many.
📈 The investment proved successful, with the shares gaining over 100%, demonstrating the benefits of a global investment perspective and seeking value in overlooked markets.
Mitsubishi: Deep Dive into Buffett’s Japanese Conglomerate Stake
🇯🇵 Berkshire Hathaway began buying shares of Mitsubishi, one of Japan's largest companies, almost six years ago, attracted by its diversified business model similar to Berkshire's.
📊 Mitsubishi operates across multiple industries, including energy, manufacturing, technology, and financial services, providing a broad and stable investment base.
🧐 Buffett was surprised by Mitsubishi's financial records and low stock prices, leading to increased admiration and investment over the years.
